to open a period in ART, the GL balances must first be successfully imported. Once the successful GL balance import is complete, go to System Control > System Wide Settings.
Select the new Current Rec Period from the drop down and make sure that any due dates are set up along with a Rec Close Date. A checkbox should appear with a note to open the period for reconciliation. Check the checkbox and click on Save.
To close a period in ART, the Rec Close Date must be updated in System Control > System Wide Settings. The Rec Close Date in the far right column should be updated with the current (today's) date. Click on Save. The system will begin the process of closing the period.
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