Closing a Payroll Period

Revised on September 17, 2026

At the end of a pay period, once everything has been printed, reviewed, and posted, you close the accounting period to finalize it.

Where to find it: Payroll > Period Close

Steps

  1. Confirm that all worksheets for the period have been printed, reviewed, and posted (see Printing and Posting Worksheets).
  2. Close the period by selecting Yes to Close Cycle? and Yes/No if you want to close the month.
  3. Select OK.