How do I close working period?

A working period is a portion of time, usually equal to a calendar month, which users can use to add, edit, or delete non-payment transactions. Use Close Working Period to prevent users from accessing the non-payment transactions in a closed working period.

The current working period close date calculates a date based on the settings in Organization > Organization > Working Period Close Date.

What if I've already updated transactions to General Ledger?

You can change the Working Period Close Date in Organization > Organization to modify non-payment transactions.

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Learn how to close a payment period and working period. [MP4]

Closing working period

1. Open Connect Court Management > Organization > Close Working Period.

2. What is the next working period close date?

Use the New Payment Period Close Date field to enter a MM/DD/YYYY.

3. Click GO (CTRL+G).

The working period is closed.