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Table of Contents (Online Help)

 

Month Closure

Month Closure is part of a Loan Performer's functionality at the end of the month to ensure that all business transactions for the current month have been correctly processed and the current month postings are closed out.

How to close a month

To close a month go to Accounts ->month Closure and the following screen will be displayed.

Click the save button and the month closure confirmation message follows as bellow:

  • Note
    1. You will not be able to run a month closure unless you have approved all manual transactions regardless of the accounting configurations that you make.

    2. Also before attempting to close the month ensure that you have done Day Closure. Otherwise message as one below will appear month closure won't proceed.

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