There is a security profile setting which allows or prevents users from posting to future periods. It is worth checking whether or not the user has the correct security profile assigned to them before altering their current security profile. If the correct security profile is assigned, then the settings for the security profile can be edited using the instructions below.
Ribbon view
First, check which security profile is assigned to the account being used:
Click on System
Click on the User Records button
Find the correct user amongst the list of users
The profile assigned is listed on the right-hand side of the list of users
Close the user list window and then click on the Profiles button
Use the Find button or green arrows to select the profile identified earlier
Click the Periods button in the ribbon to open the Multi-Period Posting window
There are seven types of future postings that can be enabled or disabled from this window which are Sales Ledger, Purchase Ledger, Nominal Ledger, Sales Orders, Purchase Orders, Stock Control and Costing
Click the Edit button to activate the tick boxes
Select which types of future posting are required
Now enter how many periods ahead the user is allowed to post to. There is also an option to restrict future posting to the current year only.
Classic/Module Menus view
First, check which user profile is assigned to the account being used:
Navigate to System Control, Users, User Records.
Take note of the user profile assigned to the user account.
Close the user list window
Navigate to System Control, Users, Security Profiles
Use the Find button or green arrows to select the profile identified in stage one
Click the Multi-Period Posting button at the top of the Security Profiles window
There are seven types of future postings that can be enabled or disabled from this window which are: Sales Ledger, Purchase Ledger, Nominal Ledger, Sales Orders, Purchase Orders, Stock Control and Costing
Click the Edit button to activate the tick boxes
Select which types of future posting are required
Now enter how many periods ahead the user is allowed to post to. There is also an option to restrict future posting to the current year only.