Can I close the Sales Ledger or Purchase Ledger separately from the Nominal Ledger?

No - iplicit does not support closing the Sales Ledger or Purchase Ledger separately from the Nominal Ledger. Financial periods are controlled at a single level, so if a prior period is open in the Nominal Ledger for adjustments, the Sales Ledger and Purchase Ledger will default to the same open period (or the financial year group default period, depending on the document setting). This article explains the behaviour and how to control where users post by default.

Why iplicit works this way

Period closure in iplicit applies across all ledgers. This is intentional - it keeps the Sales Ledger, Purchase Ledger, and Nominal Ledger aligned so transactions can't be posted to inconsistent periods across different areas of the system. There's no per-ledger close at this time.

How to control where users post by default in the Sales Ledger and Purchase Ledger

Even though you can't close a single ledger, you can guide users towards the correct period using document settings and financial year group defaults.

1. Change the relevant document setting to 'Financial Year Default Period'. This means new Sales Ledger and Purchase Ledger documents will default to the financial year group default period rather than the earliest open period
2. Keep the financial year default period up to date so it always points to the period you want users to post to
3. Untick the 'Amendable' setting on the document type if you want to prevent users from manually changing the period when they raise a document. This stops users accidentally posting into earlier open periods.

With these settings in place, the Sales Ledger and Purchase Ledger behave as though they're effectively locked to the current period for day-to-day posting, even though the prior period remains technically open for Nominal Ledger adjustments.

Things to know

• This applies equally to the Sales Ledger and the Purchase Ledger - both follow the same period rules as the Nominal Ledger
• If you need prior periods fully closed to new Sales or Purchase documents, close the period itself in the usual way - just be aware this also closes it for Nominal Ledger adjustments
• The 'Amendable' control is a preventative measure, not a lock - a user with the permission to edit document settings can still change the period if they have access