To close a calendar cycle period

The procedure to close a calendar cycle period is as follows:

1. Navigate to Quick Menu > Rents > Configuration > Rent Calendar. The Calendar Details window is displayed.
2. Select a calendar cycle from the alphabetical list or type its name into the Search Calendar field 1.
3. Click on Years. The Years tab is activated.
4. Highlight the desired row in the Years summary table. The associated periods for that year are displayed in the Periods summary table.
5. Double-click on the row containing the specific period to be closed. The Manage Periods window is displayed.
6. Activate the Period closed tick box to close the period to further rent charges and payments 2.
7. Click on Confirm 3.
8. Click on Save 4.

Note

1 The Search Calendar field will match against any element of the calendar cycle name.

2 Only periods prior to the current period can be closed.

3 The Closed By and Closed Date fields are automatically populated with the name of the end user closing the period and current system date respectively.

4 Any period closed in error can simply be re-opened by repeating steps 1 through 8 and de-activating the Period closed tick box; the Opened By and Opened Date are populated accordingly.

See related topics...

Rents calendar management overview

To create a rents calendar cycle

To add a new year to a calendar cycle

To define a free period within a calendar cycle

To advance to the next calendar cycle period