P4 Software P4 Software / cifraHQ EN

Add these docs to Claude

Ask Claude questions about these docs. Claude reads the published pages and links you back to them. Copy this address:

https://docs.p4software.cloud/mcp

In claude.ai or Claude Desktop: open Settings, then Connectors, choose Add custom connector and paste the address.

In Claude Code, run:

claude mcp add --transport http docs https://docs.p4software.cloud/mcp

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 page in CifraHQ.

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

  1. Click Generate.
  2. Select the Year to generate periods for.
  3. CifraHQ creates 12 monthly periods aligned to your fiscal year.
  4. Save.

Generate periods at the start of each fiscal year so every transaction always has a valid period available.

Changing a period's state

  1. Select one or more periods in the list.
  2. Click Change State and choose the new state.
  3. 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

Was this page helpful?

Previous Account Priming Next Tax Authorities