This article explains how to run the Month-End process to close the current accounting period and move to the next one within Insight Legal.
Running a month-end ensures that all transactions for the period are finalized before moving forward to the next accounting cycle.
To Run a Month-End:
1. Click Accounts from the main menu, then select Month End under Period in Routines.
2. A pop-up window will appear showing the next accounting period the system will move to after the month-end process runs.
3. Click Run Month-End, and this will close the current period and open the selected.
4. Once finished, a confirmation message will appear indicating that the month-end process has been completed.
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