Setup step on the Financial period close configuration page · General ledger

Set up Financial period close configuration

Used to define resources and their view of the workspace, task areas, closing calendars, close templates with relative due dates and dependencies, and closing schedules.

Used by: Accounting manager
Business process: Define posting policies
Menu item: LedgerPeriodCloseConfiguration
Main table: LedgerPeriodCloseProject
Data entity: —
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	The setup page for the Financial period close workspace.
What you do here	Used to define resources and their view of the workspace, task areas, closing calendars, close templates with relative due dates and dependencies, and closing schedules.
Example	Create separate templates to track month-end and year-end closing processes.

Financial period close configuration page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Define posting policies
Menu path	General ledger › Period close › Financial period close configuration
Set up first	Workers Microsoft Learn ↗
Used next by	Financial period close workspace Microsoft Learn ↗All financial period close tasks Microsoft Learn ↗
Related pages	—
In this process	Set up Journal descriptions →

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Financial period close configuration1 screen

Used to define resources and their view of the workspace, task areas, closing calendars, close templates with relative due dates and dependencies, and closing schedules.

Screen 1
Create the period close task area
Go to General ledger > Period close > Financial period close configuration, Task areas tab
1. Open the Task areas tab
2. Select New
3. Enter the task area code BEAT-GL and its description
4. Select Save
Description Atlas demo general ledger close
Show the full screen
page title tab to open what to set or check

Description	Atlas demo general ledger close

Microsoft's steps

Go to General ledger > Period close > Financial period close configuration.
On the Resources tab, add each employee who works on closing tasks and choose what they see in the workspace.
On the Task areas tab, create areas that group closing tasks, such as Accounts payable or General ledger.
On the Calendars tab, create a calendar of working days, then select Edit to mark holidays as closed days.
Create a financial close template that lists each closing task with its relative due date, due time, companies and task link.
Set dependencies for tasks that can't start until other tasks are finished.
Create a closing schedule that links a template to a period end date, a calendar and the companies to close.
When the close is finished, select the Closed option on the closing schedule.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Only assigned tasks	The person sees only the closing tasks assigned to them in the workspace.Microsoft Learn ↗	—	—
All tasks and status	The person sees every closing task and the status of the whole close.Microsoft Learn ↗	—	—
Control	Marks each calendar day as Open or Closed; closing tasks are scheduled only on open days.Microsoft Learn ↗	—	—
Task link	The page or web address that opens when someone selects the task name in the workspace.Microsoft Learn ↗	—	—
Closing role	A generic role given to tasks; whoever holds the role when a schedule is generated gets those tasks.Microsoft Learn ↗	—	—
Due date	When a task is due, counted in days from the period end: 0 is the last day of the period and 1 is the next day.Microsoft Learn ↗	—	—
Period end date	The date on a closing schedule from which the real due dates of all its tasks are worked out.Microsoft Learn ↗	—	—
Closed	Set on a closing schedule when the close is complete; it then leaves the workspace and can't be changed.Microsoft Learn ↗	—	—
Description	—	Atlas demo general ledger close	—

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Financial period close configuration	—	—

Solution architect

5Design impact

Shared or per company	—
Can it be undone	—
Feature or country	—
If you change it later	Moving a closing role to another person affects only schedules generated afterwards; tasks in schedules that already exist must be reassigned by hand. Microsoft Learn ↗

Technical architect

6Technical

Menu item	`LedgerPeriodCloseConfiguration` Checked in Dynamics 365
Form	`LedgerPeriodCloseConfiguration` Checked in Dynamics 365
Table	`LedgerPeriodCloseProject`Shown as “Closing schedule” in Record infoKey field: NameChecked in Dynamics 365
Data entities	—
Who can open it	PrivilegesMaintain financial period close setup `LedgerPeriodCloseWorkspaceConfigurationMaintain`DutiesMaintain financial period close setup `LedgerPeriodCloseWorkspaceConfigurationMaintain` 1 security roles Accounting manager `LedgerAccountingManager` Checked in Dynamics 365
Actions on the page	—

Developer

7Developer

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