Opening and Closing an Accounting Period

Accounting Periods control which payroll weeks are available for transaction entry in AviontéCLASSIC Back Office. This article covers how to open a new Accounting Period and how to close one after transactions are complete.

Opening an Accounting Period

To open an existing Accounting Period (AP), perform the following:

1. Login to AviontéCLASSIC Back Office.
2. In the Main Menu frame, on the left-hand side of the page, scroll to the Back Office section.
3. Select the option Time Entry.
4. Click the Actions button in the upper right-hand corner.

5. From the drop-down menu, select the option Open Accounting Period.

   

6. The Open Week Utility will open.

   
7. Locate the accounting period you would like to open and click the Open button (the book icon) in the Open column for that period.

8. A confirmation pop-up will open. Click OK to close it.

   

The AP is now available in the Accounting Period dropdown list in the Time Entry screen. From there, you can Create Transactions, Show SheetView, Show CardView, or Show Batch Form.

To review the Time Entry options, see Time Entry - Home.

Closing an Accounting Period

Once you have completed creating or modifying transactions, close the accounting period using these steps:

1. Login to AviontéCLASSIC Back Office.
2. In the Main Menu frame, on the left-hand side of the page, scroll to the Back Office section.
3. Select the option Weekly Process.
4. Click the Accounting Period field.

5. From the drop-down menu, select the period you would like to close.

   

6. Click the Close Accounting Period button.

   
7. A confirmation pop-up will open.

   • If you click Yes, you can continue to manage open accounting periods.

     
   • If you click No, the APs will not be available in the Weekly Process drop-down list. To re-access your APs, return to Time Entry and click Open Accounting Period to open the next AP.