Period close is a checklist for a completed month, a quarter, or a fiscal year. Jupiter ERP calculates the list live. Nothing is saved and nothing is locked.
Period lock stays a separate step afterwards.
Period
- Open Accounting → Period close.
- Use the Month (January to December), Quarter (for example January to March), and Year lists at the top.
- Month and quarter apply to the selected year. If neither is selected, the year applies. The list starts with the last completed month. For a year, the fiscal year from the accounting settings is used, otherwise the calendar year.
What is checked
The groups use the same names as the menu: Service, Documents, Accounting. A row appears only when the module is in the plan and your role has the read permission.
- Service: unbilled time records (status open). Service contracts due (active, next due date in the period).
- Documents: one row each for quotes, order confirmations, delivery notes, invoices, dunning notices, and credit notes. The count is an open status or an open amount. A document type is left out when the module or the read permission is missing.
- Accounting: open receipts (open status or open amount). Open transactions (open or partly assigned). Private transactions, transfers, and zero-amount transactions marked without a document are excluded.
Show opens the matching list with the filter for that check.
What period close is not
Not a saved “reviewed” mark, not closing entries, not a VAT return, and not statutory financial statements.
