Objective: Secure the previous fiscal year so only Administrators can make adjustments.
1. Navigate: Go to Utilities > Miscellaneous > Books Closing.
2. Set Type: Select Soft Close.
3. Set Date: Enter the last day of your previous fiscal year (e.g., if you are currently in 2024, enter 12/31/2023).
4. Close: Click CLOSE BOOKS and confirm.
5. Verify:
◦ Log in as a standard user (if you have a secondary login) or simulate the experience.
◦ Try to enter a transaction dated in the soft-closed period.
◦ Observe the warning message preventing the action.