📘 Screen: Period closing
The financial close locks the past. When the farm declares that its finances are closed through a date, nothing dated inside that period can be added, changed or deleted anymore — no document, no installment, no transfer between accounts. It is the system's equivalent of closing out the month's books and sending them to the accountant: from that moment on, the number no longer changes on its own.
It solves a concrete, well-known problem for anyone managing a farm: the report that closed in March no longer matches in May, because someone corrected an old payment, deleted an installment or entered a forgotten invoice with a backdated date. With the period closed, that stops happening by accident.
📍 Location in the system
Menu: Financial > Period closing
It is the last item of the Financial menu, after Accounts Payable/Receivable. Like every screen in the web portal, it only appears for those who have permission — access is granted in File > Users.
🧩 Main function
To record the date through which the farm's finances are closed, and to protect everything before that date. The close is per farm: each one has its own date, and the screen always shows the status of the farm you are in.
📝 Main fields
| Field | Description |
|---|---|
| Closed through | The cutoff date. Required. The field's help text says what it does: "An entry dated up to this day can no longer be added, changed or deleted". On a farm that closes monthly, the usual value is the last day of the month — 03/31/2026, for example. |
| Notes | Free space to record the reason or reference for the close: "March close, sent to the accountant on April 10". |
The list, above the form, keeps the history of closes with Closed through, User and Notes — you can see who closed each period and when. A close record cannot be edited: to change the date, you reopen and close again.
The screen's buttons
- Close period — saves the close and turns on the lock. Requires add permission.
- Reopen period — undoes the close and makes the entries of that period editable again. Requires delete permission.
- Cancel/View list — goes back to the list without saving.
Below the form, the screen states the current status in one sentence: "This farm's finances are closed through 03/31/2026" — or, when there is no close at all, "This farm has no closed period."
🔒 What gets locked
With the period closed, upCampo refuses to add, change or delete three things dated inside it:
| What | Which date is considered |
|---|---|
| The Accounts Payable/Receivable document | The document's date. |
| The installment | Two dates: the due date and the payment date. It is enough for one of them to fall inside the closed period. |
| The transfer between accounts | The transfer's date. |
The installment having two dates is the detail that matters most in practice. An installment due in April but paid in March is inside the March close — and that is how it should be: March is when the money left the bank, and it is March's balance that cannot change.
🚫 The button is grayed out, with the explanation on hover
Since October 3, 2026, the button that would change an entry in a closed period is disabled from the start, and the explanation appears when you hover over it:
"Finances are closed through 03/31/2026. Reopen the period in Financial > Period closing to change this entry."
Before, the button stayed clickable: the person filled everything in, confirmed the dialog and only then got the refusal. Now they see, before starting, that the path is closed and why. Where this applies:
| Screen | What is grayed out |
|---|---|
| Accounts Payable/Receivable | Save and Delete, on the document and on the installment; Pay/Receive; Remove Payment; and the Make payment/receipt button in the settlement window, which is re-evaluated with each installment checked and each change of date. |
| Transfer between accounts | Save, Delete and Finish. |
| Bank reconciliation | Reconcile and Create document, on the statement line and inside the reconciliation window. Auto reconcile does not stop: it skips the lines in the closed period and tells you how many it skipped. |
| Payment batch | Settle batch and the Confirm button of the settlement window. Here the tooltip counts them: "3 installment(s) in the batch are due in a closed period and would be refused at settlement.", followed by the message above. |
The grayed-out button is a courtesy of the screen, not the lock itself. The lock is still in the database: if some path gets around the screen, the refusal happens all the same, with the message "Finances are closed through 03/31/2026. Reopen the period to change this installment." — with variations for documents and transfers.
✅ How to close the month
- Finish reviewing the period. Closing is the last step, not the first: after it, a correction costs a reopening.
- Open
Financial > Period closingand click New. - Enter the last day of the period in Closed through — 03/31/2026 to close March.
- Write the Notes, if it helps you remember what it is about.
- Click Close period. The current status sentence now shows the new date.
🔓 When you need to reopen
Reopening exists because mistakes show up later. The invoice the accountant sent back, the payment entered in the wrong account, the duplicate installment someone only noticed during reconciliation: all of them require changing what has already been closed.
The Reopen period button undoes the close and makes those entries editable again. Before finishing, upCampo asks for confirmation, reminding you what is at stake: "Are you sure you want to reopen this period? Its entries will accept changes again."
Two things protect this path, and they are worth knowing:
- Reopening requires delete permission on this screen — a more restricted permission than closing, which only needs add permission. Closing the month can be the job of whoever runs the finances; reopening is usually a decision for whoever is accountable for them.
- Who did it is recorded. The list keeps the history with the user of each close, so a reopening is not an invisible event.
After correcting, close the period again — otherwise the month stays open and the problem comes back.
- A report run today on a finished month gives the same number six months from now.
- Retroactive corrections stop happening by carelessness — they now require an explicit decision.
- The balance of the bank accounts at month-end stops moving once reconciled.
- What was handed to the accountant remains what is in the system.
- Who closed and who reopened each period is recorded.
❓ Frequently asked questions
How do I stop someone from changing entries in months that are already closed?
With the Financial > Period closing screen in upCampo. Enter the cutoff date in Closed through — the last day of the month, for example — and click Close period. From then on, no document, installment or transfer dated inside the period can be added, changed or deleted.
The system says finances are closed and won't let me save. What do I do?
The date of what you are entering falls inside a period the farm has already closed — the message tells you through when. There are two ways forward: enter it with a date after the close, when that is correct, or ask whoever is accountable for the finances to reopen the period in Financial > Period closing. Reopening requires delete permission on that screen.
The Save (or Pay) button is grayed out and won't click. Why?
Hover over it: since October 3, 2026, upCampo disables the button when the entry would fall inside a closed period, and shows the reason in the tooltip — "Finances are closed through 03/31/2026. Reopen the period in Financial > Period closing to change this entry.". Warning you beforehand is deliberate, instead of letting you fill it in, confirm and only then refuse. If the tooltip does not mention a closed period, the reason is probably user permission, and then the way forward is File > Users.
I closed September and now I can't pay an installment that was due in September. Is that normal?
Yes. The installment is checked by two dates — due date and payment date — and it is enough for one of them to fall inside the closed period. Its due date was in September, so it is locked, even if you are paying it today. Paying that installment would change September's open balance, a number already reviewed. The options are to reopen September, pay and close again, or to close through a date that does not reach due dates still open.
I just started using the system. Will the close get in the way of my entries?
No. As long as no period is closed, nothing changes: the screen starts empty and finances work exactly as before. The lock only exists after the first Close period, and it is never automatic — it is always someone who decides to close.
I closed the wrong month. Can I undo it?
Yes. Select the close in the list and click Reopen period. upCampo asks for confirmation, warning that the entries of that period will accept changes again, and records who did the reopening. After fixing what was needed, close the period again.
An installment is due in April but was paid in March. Is it closed?
Yes, if March has already been closed. The installment is checked by two dates — the due date and the payment date — and it is enough for one of them to fall inside the closed period for the lock to apply. It makes sense: March is when the money left the bank, and it is March's balance that cannot change.
Does the close apply to all of the company's farms?
No. The close is per farm: each one has its own date, and the screen always shows the status of the farm you are in. One farm can be closed through March and another still at January, depending on how far along each one's review is.
Is the invoice I enter in inventory also blocked by the close?
The financial document it would generate, yes. The lock applies to everything that reaches the finances, including what the system would create on its own from an invoice, a contract or Generate Salary. If the date falls inside the closed period, the document does not go in — and that is on purpose, so the close has no back door.
Why can't I close the current month?
Because upCampo does not accept a future date in Closed through: the response is "It is not possible to close a period that has not ended yet.". Closing ahead of time would lock entries that are still going to happen. Wait for the period to end — to close March, enter 03/31 from April 1 on.