Skip to main content
← Back to all guides
Settings

Close or reopen a month

Lock a month once its books are done so no one can change its payments, then reopen it if something needs fixing.

Who can do this: Owner, Administrator and Finance. Other roles don't see "Closed Months" in the menu.

Quick steps: Settings › "Closed Months" › "Close September" › "Close month". To undo: "Reopen" › "Reopen month".

Before you start

  • You need the Owner, Administrator or Finance role.
  • Finish the month's bookkeeping first: every payment recorded, tagged and checked.
  • Closing a month means no one can edit, re-tag or correct a payment dated in that month, or record a new payment into it. Refunds still go through, as a new payment dated today (see Refund a payment).
  • Only a month that has ended can be closed. The list shows the last 12 months.

Close a month

Page: /dashboard/settings/closed-months

  1. In the left-hand menu, under Tools, click "Settings". A short list opens under it.
  2. Click "Closed Months", at the bottom of that list. You'll see a box called "Closed months" with a list of months, newest first.
  3. Find the month, for example "September 2026". At the right of its row, click "Close September". A box opens called "Close September 2026?". It says no one will be able to change a payment dated in that month until an owner or admin reopens it.
Closed months list

Important: Once you click "Close month", no one can change a payment dated in that month until someone reopens it.

  1. Click "Close month". To go back without closing, click "Cancel".
  2. You'll see "September 2026 is closed.". The row now shows "Closed" with a padlock, and "Closed by" your name and the date. That means it worked.
Close box

Reopen a month

  1. On "Closed Months", find the month. It shows "Closed".
  2. At the right of its row, click "Reopen". A box opens called "Reopen September 2026?". It says the reopen is logged with your name.
  3. Click "Reopen month".
  4. You'll see "September 2026 is open again.". The "Closed" label goes. That means it worked.

When you're done fixing it, close the month again.

The log

Once a month has been closed or reopened, a box called "Log" below the list shows every close and reopen, newest first. For example: "Nov 4, 2026 — Jordan Lee closed September 2026". The log can't be edited or cleared.

What staff see in a closed month

If someone tries to change a payment dated in a closed month, they see a message like "September 2026 is closed, so a payment dated in it cannot be changed. An admin can reopen it in Settings > Closed months." Nothing is saved.

Special cases

  • The current month isn't listed, because it hasn't ended.
  • A closed month older than 12 months stays on the list, so it can still be reopened.
  • "… is already closed." or "… is not closed." Someone else changed it a moment ago. Reload the page.
  • "Your role doesn't allow closing or reopening a month. Ask an Administrator." Your role can't do this. Ask an Owner, Administrator or Finance user.

If you make a mistake

Closed the wrong month? Click "Reopen" on its row. Both the close and the reopen stay in the log.