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Procare Solutions Internal Ideas Portal
Created by Guest
Created on Nov 19, 2025

GL & Ledger Lock on Previous Periods

Hello,

As I am on the accounting side of things, once I have my books closed for the month and the board has approved them, I close our accounting period and no more items should be posted backwards. This is always important, but super important after our fiscal year and our audit. I would like to have a period close in Procare as well. We have had many issues in Procare right now and we found a decline that wasn't posted. The lady, who is not accounting minded, just posted the decline back on the month it happened. This caused a lot of extra work on my side to figure out what was going on. It would be best practice and what I have seen in many different software programs to have a simple period close that doesn't let a person post back, unless that period is reopened.

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