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The LivingOS

General ledger and period close

Review ledger entries, maintain the chart of accounts, and close an accounting period.

Urbanice Admin1 min read
  • Accounting
  • Period close

The general ledger

  1. Go to Accounting → General ledger to see every posted entry.
  2. Filter by date range or account code to reconcile one category at a time.
  3. Post an adjusting journal entry with a description and supporting document.
  4. Once everything reconciles, choose Close period.
A closed period cannot be edited — corrections must be posted as adjustments in the next one. Reconcile fully before closing.