Workspace page · General ledger

Financial period close workspace

A workspace that tracks financial closing processes across companies, areas, and people for a selected closing schedule.

Used by: Accountant, Accounting manager, Accounting supervisor and 11 more roles
Business process: —
Menu item: LedgerPeriodCloseProjectWorkspaceFromMenu
Main table: —
Data entity: —
Setup steps: —

Show what matters for

Everyone

1What it is and why

What it is	A workspace that tracks financial closing processes across companies, areas, and people for a selected closing schedule.
What you do here	Used to see past-due, due-today, blocked, and remaining closing tasks, view status by company, area, and person, open the page linked to each task, add attachments, and mark tasks complete.
Example	A closing task to run the currency revaluation process for Accounts payable is linked to the Foreign currency revaluation page, so the user goes straight there from the workspace.

Functional consultant · Solution architect

Business process	—
Menu path	General ledger › Period close › Financial period close workspace
Set up first	Financial period close configuration Microsoft Learn ↗
Used next by	—
Related pages	All financial period close tasks Microsoft Learn ↗Foreign currency revaluation Microsoft Learn ↗

End user · Functional consultant

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Field	What it means	Worked example	Table column
Task complete	Marks a closing task as done and stamps the completed date and time.Microsoft Learn ↗	—	—
Task link	Sets the page or web address that the task name opens.Microsoft Learn ↗	—	—
Set dependency	Makes a task wait for other tasks; a blocked task can't be marked as completed.Microsoft Learn ↗	—	—
Attachments	Adds files, notes, images or web links to a task.Microsoft Learn ↗	—	—

Functional consultant

Setup step	Recommended value and why	Decision · common mistake · test
— No setup is made on this page.

Solution architect

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	When a closing schedule is marked Closed, it leaves the workspace and its tasks can no longer be added, edited or removed; the history stays on the All financial period close tasks page. Microsoft Learn ↗

Technical architect

Menu item	`LedgerPeriodCloseProjectWorkspaceFromMenu` Checked in Dynamics 365
Form	`LedgerPeriodCloseProjectWorkspace` Checked in Dynamics 365
Table	—
Data entities	—
Who can open it	PrivilegesMaintain financial period close processes `LedgerPeriodCloseWorkspaceMaintain`View financial period close processes `LedgerPeriodCloseWorkspaceView`DutiesMaintain financial period close processes `LedgerPeriodCloseWorkspaceMaintain`View financial period close processes `LedgerPeriodCloseWorkspaceView` 14 security roles Collections agent `CollectionLetterCollectionsAgent`Collections manager `CollectionLetterCollectionsManager`Chief financial officer `CompanyChiefFinancialOfficer`Accounts receivable clerk `CustInvoiceAccountsReceivableClerk`Accounts receivable manager `CustInvoiceAccountsReceivableManager`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Accounts payable payments clerk `PaymAccountsPayablePaymentsClerk`Project accountant `ProjProjectAccountant`Project manager `ProjProjectManager`Accounts payable clerk `VendInvoiceAccountsPayableClerk`Accounts payable manager `VendInvoiceAccountsPayableManager` Checked in Dynamics 365
Actions on the page	—

Developer

Open it directly	`https://<your-environment>/?mi=LedgerPeriodCloseProjectWorkspaceFromMenu`
Integrate with	—
Table definition	—

Everyone