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How do I close payment period?

You would close a payment period to finalize and lock payment activity for a specific day, week, or accounting period after all transactions have been reviewed and balanced. Closing the period helps ensure that payments, adjustments, receipts, and deposits are complete and prevents additional changes from being made to finalized financial records. Courts use this process to support accurate reconciliation, auditing, financial reporting, and overall accounting integrity.

 

Webinar: Close Payment Period and Working Period


 


Closing payment period

1. Open Connect Court Management > Organization > Close Payment Period.

2. What is the new payment period close date?

  • Use the New Payment Period Close Date field to enter a MM/DD/YYYY. The default date is the current system date.

3. Click GO (CTRL+G).

The payment period is closed.

 

 

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