Re-open a closed period

Sometimes you need to fix a record in a period you already closed. Re-opening the books removes the lock so you can make the correction, and it is recorded in the audit trail.

When to re-open

Re-open only when you genuinely need to change a closed-period record, for example a miscategorized expense or a missed payment found after you closed the month. For routine changes, prefer recording the correction in the current open period instead, so the closed period stays final.

How to re-open

1. Open Close the books from the Money area.
2. Select Re-open the books, then confirm.
3. The status changes back to "Open" and every period accepts changes again.

Only an account owner can re-open the books.

What to do after a correction

1. Make the fix you needed.
2. Close the books again through the same day, so the period is final once more.

Good to know

• Re-opening clears the lock entirely (it moves the locked-through date earlier or removes it). It is not a per-month unlock. If you re-open to fix one month, later months are open again too until you close again.
• Every re-open is recorded in the audit trail with who did it and when, so a re-open is never silent. See "The audit trail".
• This is tooling, not accounting advice.