Close Periods with Unposted Items

The system performs audits on all accounting periods to ensure that the period does not contain unposted charges, payments, and/or adjustments that need to be addressed prior to closing. If unposted items exist, a red arrow displays next to the period’s date, "Review needed" displays in the status column, and a "Review now" button display at the end of the row.

Click Review now.

The system displays three sections on the Review Unposted Charges & Credits page; unposted charges, unposted transactions, and unposted adjustment requests. All sections provide links to pages that contains details that will help resolve the issue. For example, the "Claims with unposted charges" section contains a link to the Claim page.

You can reconcile issues and then post the period, or click Close anyway to close the accounting period without reconciling the issues. In the latter case, the unreconciled items will be bumped from this accounting period into the next accounting period.