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How can I post Journal Entries to a previous month that is on hold?

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Posted on by Franci

Hello,

Does anyone know which settings I need to adjust in D365 to allow someone in Accounting to post journal entries to a previous month despite that period being on hold? I thought that changing the Ledger option to Accounting would work, but I am getting the below error message.

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Francesco Buttitta
Accounting Manager
Hamamatsu
Bridgewater NJ

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Franci 5 on at

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RE: How can I post Journal Entries to a previous month that is on hold?

Hi Frank,

I was erroneously putting the period on hold and then selecting the groups. Thank you, I sincerely appreciate your reply and this community.

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Frank Hamelly | MVP... 46,615 Super User 2025 Season 2 on at

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RE: How can I post Journal Entries to a previous month that is on hold?

You leave the overall Period open but update Module access to those User groups who should still be able to post into the Period. After you're done closing, put the overall Period on Hold.

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Franci 5 on at

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RE: How can I post Journal Entries to a previous month that is on hold?

Hi Will,

Thank you for taking the time to answer my question. Although the link you provided has good information, it did not solve my issue. We usually finalize our financials within the first three business days of the month. For example, I posted journal entries into April in early May to finish April's close. We kept April's period open until day three in May to allow the posting of JEs. Production orders completed in early May or AR foreign currency settlements auto-posted transactions into April because April was still open. Is there a way to stop any transactions from back posting except for Accounting's manual journal entries? I thought that putting the period on hold but selecting the Accounting group option under Ledger would allow us to back post-JEs despite the period being closed. However, the system gives us an error. Any help is greatly appreciated!

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WillWU 22,359 on at

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RE: How can I post Journal Entries to a previous month that is on hold?

Hi partner,

Please check the blog:

www.loganconsulting.com/.../

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