--- title: "Use Accounting Periods" slug: "use-accounting-periods" updated: 2026-05-22T22:37:54Z published: 2026-05-22T22:37:54Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use Accounting Periods ## Overview Accounting Periods is a set of controls that allow you to define when transactions can be created, edited, or deleted. You control when a period is open or closed to ensure your accounting records are accurate and complete. Accounting Periods also includes a new suite of permissions so you can customize what employees can edit and when. --- ### #### Who uses this feature - Administrators, office employees, managers, accountants, bookkeepers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - Permissions are required to use this feature. For more, see [Set Accounting Period permissions](/v1/docs/use-accounting-periods#set-accounting-period-permissions). ## Things to know - When an Accounting Period is closed, none of its transactions can be edited or exported. - Accounting Periods are automatically assigned a sequential number and name, which is the period's date. These can't be edited. - When exporting transactions from the batch transactions screen, the accounting period for the exported transactions are also marked as closed. This means you can no longer edit exported transactions. However, if you have the *Open Period* and *Close Period* permissions, you can open the accounting periods. When you open an accounting period, you can edit transactions previously exported. - You can still edit invoice summaries even in closed periods. ## Enable Accounting Periods To start using this feature, set up: - Accounting Periods in **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. - Employee permissions. ## Set up Accounting Periods To access Accounting Period settings: 1. Go to the navigation bar and click **Settings**. 2. In the side panel, click **Accounting > Accounting Periods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-iyxnriuo.png) ## Fiscal Year The *Fiscal Year* section allows you to choose the starting month for your *Accounting Year* and *Income tax year*. To set your *Fiscal Year* settings: 1. Go to the navigation bar and click **Settings**. 2. In the side panel, click **Accounting > Accounting Periods**. 3. On the *Accounting Period* screen that opens, under the *Accounting Year* dropdown, select a month from the **Starting Month** dropdown. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-0gn51udp.png) 4. Click **Save Changes**. ## Accounting Period The Accounting Period section allows you to enable Auto-close and set exceptions. This section also lets you turn on the option to automatically close transactions when you export them. 1. Go to the navigation bar and click **Settings**. 2. In the side panel, click **Accounting > Accounting Periods**. 3. On the *Account Periods* screen that opens, click **Enable Auto-close**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-2rg0akcj.png) 4. Select which transactions you want from the **Transaction Type** dropdown. 5. Select if you want Auto-close to occur on a Day of the month or Day of the week from the **Auto-close On** dropdown. 6. Select the day of the month or day of the week from the **Day of the month/week** dropdown. 7. If you want exceptions to the general Auto-close rule, click **Add Exception** and repeat steps 4-6 for each exception. > [!NOTE] > **Note:** The **Transaction Type** dropdown is named **Exception Type #** for exceptions. 8. Click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-g1bps9mi.png) **Enable auto-close on export** 1. Go to the navigation bar and click **Settings**. 2. In the side panel, click **Accounting > Accounting Periods**. 3. On the *Account Periods* screen that opens, go to the *Accounting Period* section. 4. Click the **Enable Close Transaction on Export** toggle. 5. When finished, click **Save Changes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-lblvw09z.png) ## Set Accounting Period permissions 1. Go to the navigation bar and click **Settings ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png)**. 2. In the side panel, click **People > Employees**. 3. On the *Employees* screen that opens, click **Edit** for the employee you want to change Accounting Periods permissions for. 4. Click the **Permissions** tab. 5. Scroll down to *Accounting* and find the *Accounting Periods* sub-section. > [!TIP] > **Tip:** You can also find this section by entering Period in the permission search. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-2zhqdvmd.png) ## Accounting Periods permissions - **Accounting Period Management:** Grants complete control over all activities on the Accounting Period Management screen. - **View Accounting Periods:** Allows access to view accounting periods without making any changes. - **View Accounting Period Details:** Allows access to view accounting periods by transaction type without making any changes. - **Open Period:** Use to reopen previously closed periods, if necessary. - **Close Period:** Allows closing periods at the monthly level. - **Open Transaction Type:** Use to reopen previously closed transaction types, if necessary. - **Close Transaction Type:** Allows closing periods at the transaction type level. - **Accounting Period Settings:** Grants complete control over Accounting Period settings. - **View Accounting Period Settings:** Allows viewing of Accounting Period settings only. - **Edit Accounting Period Settings:** Allows editing of Accounting Period settings only. ## View Accounting Periods 1. Go to the navigation bar and click **Accounting**. 2. In the side panel, click **Accounting Periods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-zg47pq82.png) 3. On the *Accounting Periods* screen that opens, click the **Period #** you want to view. The *Accounting Period* expands into a sub-list where you can view each *Transaction Type* and its *Status*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-7nw62gof.png) 4. To collapse the Accounting Period, click the **Period #** again. > [!TIP] > **Tip:** You can also collapse the Accounting Period by clicking the arrow under the *Actions* column. ## Accounting Period status An accounting period can be under one of the following statuses: - **Open:** When an accounting period is open, you can add, edit, or update transactions such as invoices, payments, or credits. This allows you to make changes to your financial records as needed during that time. - **Closed:** When an accounting period is closed, you can no longer add or edit transactions such as invoices, payments, or credits. This ensures that the financial records are final and can't be changed for that period. - **Partially Closed:** This status indicates while the accounting period is open, a transaction within that period was automatically closed due to that transaction being marked as *Exported*. ## Open and close Accounting Periods 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Accounting Periods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-a1u032ue.png) 3. On the *Accounting Periods* screen that opens, find the Accounting Period you want and click **Actions![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-mkqref9v.png) 4. On the *Actions* dropdown, click **Open Period** or **Close Period**. > [!NOTE] > **Note:** If an Accounting Period is manually closed, the user who performed that action appears under the *Closed By* column. ## Reopen a closed accounting period > [!NOTE] > **Note:** You need the *Open Period* permission to reopen a previously closed accounting period. 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Accounting Periods**. 3. On the *Accounting Periods* screen that opens, find the Accounting Period you want and click **Actions ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)** > **Open Period**. 4. The status of the accounting period updates to *Open*. ## Open and close Transaction Types 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Accounting Periods**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-cqac900u.png) 3. On the *Accounting Periods* screen that opens, click the **Period #** you want to view. The Accounting Period expands into a sub-list where you can view each *Transaction Type* and its *Status*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-8hffjjjw.png) 4. Find the Transaction Type you want and click **Actions ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png)**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-csf7bhju.png) 5. On the *Actions* dropdown, click **Open Transaction Type** or **Close Transaction Type**. > [!NOTE] > **Note:** If a Transaction Type is manually closed, the user who performed that action appears under the *Closed By* column. 6. Repeat steps 4-5 for each Transaction Type you want to open or close. > [!NOTE] > **Note:** Selecting **Close Through Date** from the **Actions** menu on transaction types with an Export Type of *Journal Entry Summary* or *Journal Entry Detail* in the *Journal Entries and Auto-Batching* settings screen will mark those transactions as *Exported*. ## Review Accounting Period status on invoices In addition to seeing the open/closed status on Transaction Types in the *Accounting Periods* screen, you can also view them on individual transactions. > [!NOTE] > **Note:** When an invoice is manually exported without using Touchless Integration, the invoice is marked as *Closed*. This results in the accounting period to be marked *Partially Closed*. To check if an invoice's Accounting Period is open or closed: 1. [Search for the invoice](/v1/docs/use-search-in-servicetitan) in ServiceTitan. 2. On the invoice screen that opens, check the *Period Status* and *Post Date*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-4ern6n1f.png) > [!NOTE] > **Note:** If the invoice's job is still in progress, the *Period Status* and *Post Date* statuses are blank. ## Review Accounting Period status on Payables To check if a bill, credit, or payment's Accounting Period is open or closed: 1. Go to the navigation bar and click **Accounting**. 2. In the side menu, click **Bills**, **Credits**, or **Payments**. 3. Find the transaction you want and click it. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-pkhwl2mt.png) 4. On the transaction screen that opens, check the *Period Status*. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-accounting-periods-image-o1f7690q.png) ## Editing exported transactions in an open period When Accounting Periods is enabled and a financial record has a status of Exported while the accounting period is still open, editing the record triggers a confirmation prompt. The prompt warns that changes to the record may need to be manually updated in your accounting software. Review the prompt and verify the transaction in your accounting software after saving changes. This applies to all accounting integrations and all financial record types. ## FAQ --- ### #### Why is my invoice locked even if it's not exported? An invoice becomes locked from editing if its date falls within a closed accounting period, regardless of whether it has been exported. To make changes to the invoice, you must reopen the accounting period. For more on reopening an accounting period, see [Reopen a closed accounting period](/v1/docs/use-accounting-periods#reopen-a-closed-accounting-period). #### How do I remove the Period status from showing on invoices? You cannot disable the *Period* status from showing on invoices. Accounting periods are necessary for accurate financial records. If you want to disable accounting periods from automatically closing, see [Set up Accounting Periods](/v1/docs/use-accounting-periods#set-up-accounting-periods). #### Why are my invoices showing as closed after exporting to QuickBooks, even if the accounting period is open? This behavior is intentional. You can [reopen the accounting period](/v1/docs/use-accounting-periods#reopen-a-closed-accounting-period) if you need to make changes to your transaction. If you prefer to keep transactions open, even after export, go to **Settings > Accounting > Accounting Periods** and set the **Enable Close Transactions on Export** toggle to off. #### What is the best way to split an exported invoice in ServiceTitan while ensuring changes are reflected accurately in QuickBooks? The best way is to edit the original invoice in ServiceTitan after [opening the accounting period](/v1/docs/use-accounting-periods#open-and-close-accounting-periods) to unlock the transactions. Then manually make the exact changes in QuickBooks. #### Why can't I reschedule or add new appointments in ServiceTitan? The Save and Add Appointment options are greyed out. The job's invoice date likely falls within a closed accounting period. Reopen the accounting period to proceed with rescheduling or adding new appointments. ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Accounting Basics](https://servicetitan.docebosaas.com/academy/learn/courses/266/accounting-basics) - See [Accounting](/v1/docs/accounting-overview)