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Set future or working period posting permissions for users

Future Period Posting is set for security profiles rather than individual users and can be activated by Financials Admin Users from within the System area.

Note: Access to the System Module is security profile permission driven, so you might not have access to it.

Set up Future Period Posting Permissions

  1. Click System, then click Security, then click Future Period Posting Permissions.

  2. Select the security profile to be amended and click Edit.

  3. Select the Enabled checkbox and enter the number of periods ahead required (maximum 23).

    1. Note: It is not possible to post beyond the end of the next nominal year, regardless of the number set. If the debtors ledger is already a year ahead, the farthest posting is C13 in that ledger.

  4. Select Post to Working Periods to allow users to post to soft closed periods.

  5. Click Save.

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