Open/Close multiple Accounting Periods with one request




  • Official comment

    Great idea Rebecca. Thanks for contributing

    Comment actions Permalink
  • Chandler Anderson

    Rebecca, I have developed a simple Visual Workflow that does just that. Feel free to contact me so I can set you up with it.

    EDIT: My Visual Workflow has been uploaded as an unmanaged package here: This is the first time I've done this, so it's possible that there's kinks to it. Feel free to leave feedback!

    It is a little haphazard in design; since it works independently of Accounting Seed's native processing, you will need to wait for each processing job to finish (indicated by a job completion email) before proceeding to each period in the wizard. But, at least you don't have to go to each individual period's detail view.
    This flow should work in any Accounting Seed implementation, but every org is different. Feel free to redesign to fit your needs!
    Comment actions Permalink
  • Lloyd Leanse

    I agree with Rebecca - this would be a great feature (for hopefully very occasional use.)

    Comment actions Permalink

Please sign in to leave a comment.