In order to limit postings into period open periods, we would recommend updating the period handling on your various document types from 'open periods' to 'Financial year default period':


This defaults the period on newly raised documents to that set on the financial year group, which in this example is set to May:


Any documents raised would then default to posting to the Financial Years' default period, rather than the nearest Open Period.

 


Please note: in order to fully utilise this functionality, the financial year group default would need to be updated each month, otherwise documents may fall into the incorrect period on your General Ledger.


Additionally, if you do forget to update the default period and it is locked, the default will move on to the next available open period in the sequence.