Period Close

Period close lets you lock a billing period so that time entries and expenses within it can no longer be edited. This ensures the integrity of invoiced data and simplifies month-end accounting. Period close is available on the Pro plan.

Close a period

1. Go to Invoicing > Period Close.
2. Review all uninvoiced time and expenses for the period.
3. Set the close date (e.g., end of the month).
4. Click Close Period.

All time entries and expenses dated on or before the close date are locked.

What happens when a period is closed

• Time entries within the closed period cannot be edited or deleted.
• Expenses within the closed period cannot be modified.
• Team members cannot submit new entries for dates within the closed period.
• New entries can still be created for dates after the close date.

Reopen a period

If you need to make corrections:

1. Go to Invoicing > Period Close.
2. Click Reopen next to the closed period.
3. The period is unlocked and entries can be edited again.
4. Re-close the period after making corrections.

Admins only: Only Admins can close and reopen periods.

Tip: Close periods monthly, after all invoices for that period have been sent. This prevents accidental changes to data that has already been billed.