I want to disable users from entering transactions (in both subledgers and GL) with prior period dates - is the only way to do this by running the period end processes? I don't necessarily want to clear out any information such as BR details and vendor history, etc., I just don't want users to be able to date transactions prior to July 1 as we have finalized our Q1 statements. Is there a way to just restrict entry dates without doing the full period close?

Thanks,
Tanja

Hi Tanja,

If you are using the most current version of an Adagio program, there may be an option in the Company Profile to 'Validate closed periods' which can either Allow, Warn or Disallow a user from entering a transaction with a date in a Closed GL fiscal period, or a date for which there is no respective GL fiscal period (ie the future).

So you can set what you require and just ensure that those periods are marked as Closed in GL. Note that this setting is for Sub-Ledgers only. Closing a fiscal period will automatically prevent entry in GL batches to that period.

This feature can also be used to prevent the accidental entry of some date in the future.