Start Month End Processing Overview

Start Month End Processing is based on the security permission, Month End Processing, and property selection. If the permission is granted, you are able to perform work in a property while Start Month End Processing is turned on. If the security permission is not granted, then you are not able to perform work in a property until the Month End process is complete.

As the standard method for dealing with Month End Close, we recommend that you remove the following from the main Role (Security—Roles) that the majority of users are assigned to and limit these permissions to a select User or Group (Security—Users or Security—Groups):

Month End Processing
Start Month End Close
End Month End Close

Proceed by granting Month End Processing rights (including Start Month End Close and End Month End Close) to the person responsible for handling Month End Close. At the end of each month, or whenever Month End Close is processed, that user will inform all other users that this process is about to begin. This gives other users an opportunity to complete their current work before Start Month End Processing is initiated.

Once Start Month End Processing is turned on, the responsible user is allowed to perform month end tasks which may include, but are not limited to:

End of Month Reporting
Transferring to G/L
Accounting Month End
System Back Up

Users without Month End Processing rights cannot access properties that have had Start Month End Processing started until after all month end close tasks are complete.