How_do_I_close_working_period_

How do I close working period?

You would close a working period to finalize court activity and processing for a specific operational period after all case, scheduling, and financial tasks have been completed and reviewed. Closing the working period helps prevent additional changes to finalized records, ensures data consistency, and prepares the system for the next processing period. Courts use this process to maintain accurate reporting, support reconciliation and auditing, and ensure the integrity of court operations and records.

NotesNotes:
  1. The current working period close date calculates a date based on the settings in Organization > Organization > Working Period Close Date.
  2. What if I've already updated transactions to General Ledger? You can change the Working Period Close Date in Organization > Organization to modify non-payment transactions.

 

Webinar: Close Payment Period and Working Period




Closing working period 

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

2. What is the next working period close date?

  • Use the New Payment Period Close Date field to enter a MM/DD/YYYY.

3. Click GO (CTRL+G).

The working period is closed.

 

 

    • Related Articles

    • 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 ...

    • How do I close period/cycle? (2023.05)

      Prevent a user from entering, modifying, or deleting transactions in the closed period/cycle. A period is a portion of time, usually equal to a calendar month. A cycle is an interval of time during which utilities are billed. Use Close Period/Cycle ...

    • Step 1a. Close the last payroll of the year

      Follow the Each Pay Period steps checklist in the Payroll application to close the last payroll of the year. You should finish the checklist for the last pay period of the year before you start working on the Payroll Year-end Checklist. [More] What ...

    • How do I close a pay period? (2023.05)

      Run Close Pay Period to set up dates for the next pay period and future pay period. Review the calendar to identify holidays that may affect pay period ending dates or check issue dates. You can use the Close Pay Period routine to change the pay ...

    • Warning: Invalid ending pay period

      This warning displays when the routine is going to create benefit transactions for the selected pay period but the pay period date range is invalid when then the pay period ending date occurs before the pay period beginning date. Warning To fix the ...