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Reopening a closed period is an exception workflow. It allows authorized users to make a historical change after the period was already locked. The permission model separates this action as period.reopen because ordinary accounting users should not need it for day-to-day posting.

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When reopening is appropriate

Examples include a material source document that was omitted, a correction required by accounting review, or a historical error that cannot be resolved in the current period under your accounting policy. Do not reopen a period simply because a user picked the wrong date on a new transaction. Fix the new transaction if the workflow allows it.

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Reopen carefully

1

Confirm the reason

Identify the exact transaction or correction that requires the historical period.
2

Open Close Center

Go to Accounting > Close Center and select the closed period.
3

Reopen

Use the reopen action if your permissions allow it.
4

Make the correction

Use the proper source, journal reversal, or correction workflow. Preserve the audit trail.
5

Review affected reports

Check the Trial Balance, P&L, Balance Sheet, cash or other reports affected by the correction.
6

Close the period again

Once review is complete, return the period to its controlled closed state.

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Audit impact

Reopening is itself part of the accounting control history. A corrected period should still tell a reviewer what changed and why. If you discover a historical posted error, prefer an auditable reversal or correction entry over silently rewriting a journal that was already part of a closed report.
Last modified on September 7, 2026