Posting Periods
Posting Periods
Posting periods are the Accounting windows — typically calendar months — that every transaction in CifraHQ is dated against. They give you precise control over which periods are still open for entry, which are locked for review, and which are permanently closed. Without periods, accidental backdating could silently change your financial history.
Where to find it
Go to Master Data > Accounting > Posting Periods.
Posting Periods, the months and quarters open or closed for posting.
Period states
| State | What it means |
|---|---|
| Unlocked | Fully open — any transaction type can be posted into this period |
| Lock Sales | Purchasing and Banking transactions are still allowed; sales are blocked — useful during cut-off when purchasing corrections are still needed |
| Locked | No new postings allowed; the period is frozen for review or audit. Can be reopened if necessary |
| Closed | Permanently sealed; cannot be reopened under any circumstances |
How to generate posting periods
- Click Generate.
- Select the Year to generate periods for.
- CifraHQ creates 12 monthly periods aligned to your fiscal year.
- Save.
Generate periods at the start of each fiscal year so every transaction always has a valid period available.
Changing a period's state
- Select one or more periods in the list.
- Click Change State and choose the new state.
- Confirm.
Tips
- Lock a period as soon as your month-end reconciliation is complete. This prevents accidental backdating from changing figures your accountant has already signed off on.
- Use Lock Sales at cut-off when your sales team has closed for the period but purchasing adjustments (e.g., late supplier Invoices) are still coming in.
- CifraHQ blocks all posting to locked or closed periods with an explicit error message, so there's no silent backdating risk.
- Your initial Accounting Periods are created during onboarding through the Quick Guide — you typically won't need to generate them manually.
Closed periods cannot be reopened. Use the Locked state if there is any chance you'll need to post corrections later. Only close a period when you are absolutely certain it is final.
Related: Chart of Accounts · Audit Trail · Journal Entries
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