# Closing a month, closing the year, and reopening either

> Month-end close: "Lock" a reviewed month so nothing dated inside it is accepted; the year's "Close period" posts the closing entry; both reopen for corrections.

Section: Money & reports · verified against the product on 2026-09-18

Canonical: https://dashing.krd/en/help/period-close

Two different acts, on the same screen. A month is **locked** after review — a row that makes the ledger refuse anything dated inside it. The **year** is closed once, with a real closing entry that rolls the year's profit into retained earnings.

## Steps: month-end close

1. Open "Financial", then "Period close". The "Month-end close" card shows the twelve months of the year, each "Locked" or "Open"; months that have not begun cannot be locked.
2. Review the month's reports first ([reports](/help/reports-income-balance-aging)).
3. On the month press "Lock", add a "Note (optional)" such as "reviewed with the accountant", then "Confirm lock". The card now shows who locked it and when.
4. To correct something inside it: "Reopen", then "Confirm reopen", fix the entry, lock again. Both acts are in the audit log under your name.

## Steps: the fiscal year

1. Press "New period" and enter the "Name", "Start date" and "End date", then "Create". The status is "Open".
2. At year end, after the twelve months are reviewed, press "Close period", then "Confirm close". The status is "Closed"; the closing entry is posted and any entry dated inside the year is rejected.
3. To correct: "Reopen", then "Confirm reopen"; the closing entry is reversed and the year opens again.

## What happens in the books

Locking a month writes no entry; it only refuses new ones dated inside it. Closing the year posts the closing entry (revenue and expenses into retained earnings); reopening reverses it. Nothing is deleted or edited.

## What the system does not do

It does not lock or close anything automatically at month end.

## Common questions

**The cashier tried to record a sale dated in a locked month.**

The entry is rejected. A sale today, dated today, goes into the open month; a back-date inside a locked month is not accepted until the month is reopened.

**Must I lock monthly?**

No, but it is the habit accountants expect: after reviewing the month's income statement and balance sheet, lock it so what was reviewed cannot change. Locking a month posts nothing; closing the year does.

**Who can lock and reopen?**

The owner and the accountant (the "period authority"). A manager or cashier sees which months are locked and by whom, without the buttons. The same authority may post into a locked month, and the entry form says so before posting.

## Other languages

- العربية: https://dashing.krd/help/period-close
- کوردی: https://dashing.krd/ckb/help/period-close

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Dashing · https://dashing.krd/en