{"id":70525,"date":"2024-07-22T10:17:56","date_gmt":"2024-07-22T09:17:56","guid":{"rendered":"https:\/\/churchtools.academy\/help\/non-knowledgebase\/uncategorized\/how-do-i-close-a-fiscal-year\/"},"modified":"2026-06-26T11:51:04","modified_gmt":"2026-06-26T10:51:04","password":"","slug":"how-to-close-a-fiscal-year","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/how-to-close-a-fiscal-year\/","title":{"rendered":"How to close a fiscal year?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">If you want to ensure that your transactions are no longer editable at the end of a posting year, you can close the posting year. The transactions in that year can then no longer be edited.  <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Unlike the <em><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/buchungen\/30-wie-kann-ich-buchungen-festschreiben\/\" id=\"7172\">freezing a transaction<\/a><\/em> , you can undo this by reopening the posting year to make changes after all.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To close a fiscal year, navigate to the <em>Master Data<\/em> (1) section of the Finance module, go to <em>Fiscal Years<\/em> (2), and click the <em>pencil icon<\/em> (3) in the row of the fiscal year you want to close.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years.png\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1876\" height=\"732\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years.png\" alt=\"Sreenshot Finances Master data Acounting years\" class=\"wp-image-70532\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years.png 1876w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years-300x117.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years-1024x400.png 1024w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years-768x300.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years-1536x599.png 1536w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years-360x140.png 360w\" sizes=\"(max-width: 1876px) 100vw, 1876px\" \/><\/a><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Next, mark the fiscal year as <em>completed<\/em> (1) and <em>save<\/em> (2) your changes.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years_Edit-accounting-year-1.png\"><img decoding=\"async\" width=\"562\" height=\"854\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years_Edit-accounting-year-1.png\" alt=\"Screenshot Finances Master data Acounting years Edit accounting year\" class=\"wp-image-70537\" style=\"width:343px;height:auto\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years_Edit-accounting-year-1.png 562w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years_Edit-accounting-year-1-197x300.png 197w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/07\/Finances_Master-data_Acounting-years_Edit-accounting-year-1-337x512.png 337w\" sizes=\"(max-width: 562px) 100vw, 562px\" \/><\/a><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-79a8db7e wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h2 class=\"wp-block-heading has-medium-font-size\">Read more<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-accounting-year\/\" data-type=\"docs\" data-id=\"7175\">How to create a new fiscal year?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-delete-an-accounting-year\/\" data-type=\"docs\" data-id=\"7181\">How to delete a fiscal year?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/de\/help\/churchtools-modules\/buchungen\/30-wie-kann-ich-buchungen-festschreiben\/\" data-type=\"docs\" data-id=\"7172\">How can I freeze transactions for bookings?<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/transactions\/how-to-unlock-transactions\/\" data-type=\"docs\" data-id=\"7182\">Can I undo the freezing of a booking?<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>If you want to ensure that your transactions are no longer editable at the end of a posting year, you can close the posting year. The transactions in that year can then no longer be edited. Unlike the freezing a transaction , you can undo this by reopening the posting year to make changes after [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[441],"doc_tag":[],"knowledge_base":[224],"class_list":["post-70525","docs","type-docs","status-publish","hentry","doc_category-master-data-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","pp_force_visibility":null,"pp_subpost_visibility":null,"pp_inherited_force_visibility":null,"pp_inherited_subpost_visibility":null,"acf":[],"year_month":"2026-06","word_count":131,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Master data","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70525","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=70525"}],"version-history":[{"count":7,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70525\/revisions"}],"predecessor-version":[{"id":70539,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/70525\/revisions\/70539"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=70525"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=70525"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=70525"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=70525"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}