Does period close lock documents?

No. The list is calculated live and saves nothing. Locking stays a separate step under Accounting, Period lock.

Which periods can I review?

A month, a quarter, or a year. Month and quarter apply to the selected year. If neither is selected, the year applies. For a year, the fiscal year from the accounting settings is used, otherwise the calendar year. The list starts with the last completed month.

Why is a row missing?

A check appears only when the module is in the plan and your role has the read permission. Without the service module, time records and service contracts are left out.

Buchhaltung

Period-close checklist

See what is still open in a period before you lock it.

Period close is a live checklist for a completed month, a quarter, or a fiscal year. Jupiter ERP saves nothing here and locks nothing. Period lock stays a separate step afterwards.

Note: Accounting module

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GoBD-Festschreibung im Jupiter ERP Panel — Zeitraum und Belegarten wählen

At a glance

These are the points this feature covers day to day.

Month, quarter, or year
Open items only
Locking stays separate

In the product

The workflow in Jupiter ERP, on this page.

In depth

Background, typical workflows, and concrete panel capabilities, more detail than the summary above.

What the checklist shows

Under Accounting, Period close you see what is still open in a completed period. Jupiter ERP calculates the rows live. There is no saved status “reviewed”.

Choose a month, a quarter, or a year. The list starts with the last completed month
For a year, the fiscal year from the accounting settings applies, otherwise the calendar year
Service: unbilled time records and service contracts that are due
Documents: quotes, order confirmations, delivery notes, invoices, dunning notices, and credit notes with an open status or an open amount
Accounting: open receipts and bank transactions that are open or only partly assigned
Show opens the matching list with the filter for that check

Before export and lock

A typical sequence is: walk the checklist, clear the open items, then create the DATEV export and lock the period. The checklist does not replace either of those steps.

Private transactions, transfers, and bank transactions that need no assignment do not count as open. A document type is left out when the module or the read permission is missing.

What period close does

You see what is still open in a completed period. Closing entries, VAT returns, and statutory financial statements stay with your adviser.

Included with the accounting module, from Business and during the trial.

How it works in the panel

The main building blocks at a glance, complemented by the longer description above.

Choose the period

Month, quarter, and year at the top of the list. Without month and quarter, the year applies. For a year, the fiscal year from the settings is used.

Service, documents, accounting

Open time records and due service contracts, open documents, open receipts, and bank transactions. A row appears only with the module and the read permission.

Open the matching list

Show opens the matching list with the filter for that check.

Not a closing ledger

No saved review mark, no closing entries, no VAT return, and no statutory financial statements.

Common questions

Related features

Period lock

Make records immutable: audit-proof under GoBD.

Accounting reports

Profit statements and open items from your documents, without a separate ledger tool.

DATEV export

Hand booking-ready data to your practice.

Time tracking

Transparent effort: from capture to invoice.

Your first invoice in minutes

Start for free: write invoices on the Free plan. Choose plan, term, and add-ons in the app afterwards. Custom adaptations or API integration? Get in touch.

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Invoice overview in the Jupiter ERP panel