In the event you close a period and later find adjustments are necessary to customer balances, fees, or other options, you may undo the period close. This can be done up to 15 days after the closing of the current period.
To undo a close or statement printing:
- Select Statements > Close Period. The Close Period screen will appear.
- Select Period History.
- From the Supervisor menu, select Undo Current Period.
NOTE: You cannot undo any but the most recently closed period.
Considerations for Undoing Close
- You cannot undo a close for a period that is more than 15 days closed.
- Stores who manage house accounts and do not post finance charges should still use Close Period function when they print monthly statements because it is the only means to track aging.
- If you attempt to adjust accounts that are from a previously closed period, you will be prompted to use Undo Close Period to undo the close, then close again after making adjustments.