Start from: The Analytics dashboard.
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Navigate to Financial Statements > Close Actual Data.
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Choose a Year to close in order to prevent future modifications.
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The grid displays the following columns:
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List of Business Units: Displays all business units along with their closure status.
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User & Date information: Shows which user performed modifications and when.
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Closure status: A lock icon indicates whether data is open or locked.
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Close actual data for a Business Unit
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Locate the Business Unit in the grid.
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Select the business unit's row to close financial data.
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The system updates the record with:
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A lock icon confirming the closure.
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The user’s name who performed the closure.
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The date and time of the change, ensuring full traceability.
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Notes: If necessary, financial data can be reopened by clicking the Business Unit’s row again.
Close actual data in bulk
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Select Close all to lock the actual financial data for all business units in the list.
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The system applies the closure to all units and records the user and timestamp for traceability.
Notes: If necessary, financial data can be reopened by selecting the Open all button.
