Reopen a closed month
If a gift has to be added or fixed in a closed month, an admin can reopen it with a reason. Close it again when you're done.
Who does this: Owners & admins5 steps
- 1
Open Month closing
Go to Settings → "Month closing" and click the closed month.
Click the closed month. - 2
Type why
In "Why reopen it? (kept in the activity log)" type the reason, for example "A check from September was entered in October".
The reason is required and kept. - 3
Reopen
Press "Reopen …" and confirm. The month shows "open" again.
Reopen the month. - 4
Make the change
Add or fix the gift.
- 5
Close again
Back on Month closing, check the totals and press "Close …" again. "Earlier closes" shows the history with your reason.
Changes after closing are listed here.
Tips
- Tell your bookkeeper — the change also needs to go into your books (QuickBooks picks up new gifts by itself).
- Changes made after the first close are listed under "Changes after closing".
If something isn't working
"Say why the month is being reopened".
Type a reason in the box before pressing Reopen.
"… isn't closed".
Someone reopened it already — refresh the page.
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