Banking
Close a period
Once nothing in a period is open any more, you close it. Its bookings are locked from then on – corrections are made as a counter-booking.
Updated 2 Nov 2026
The close is not a separate screen: it happens right on the accounting overview. The “To do” list is the checklist, and the “Close period” button waits in the top right.
How to close a period
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1
Pick the period
Open “Accounting” → “Overview” and click the period in the strip at the top. Red bars have ended but are not closed yet. -
2
Clear the open items
“To do” lists what still holds the close up. Clicking an item takes you straight to the matching worklist, for example to “Matching”. -
3
Or waive with a reason
If an item may stay open, click “Waive with a reason” beside it and enter the reason. It is stored with the period when you close it. -
4
Close
Once everything is cleared or explained, click “Close period” in the top right and confirm. The period's bookings are immutable from then on.
Why the button is still grey
Hover the disabled “Close period” button and Nori tells you why: “3 items still open”, “2 reasons still needed” or “This period has not ended yet”. Some items cannot be waived – bookings without an account, for example, because those amounts would otherwise be missing from every report and from the return.
After the close, the bookings are locked and receive their booking number. Corrections are made as a counter-booking and the original stays as it is – so your books remain traceable and audit-proof.
Reopen a period
If you still need to correct something in a closed period, click “Reopen” at the top. Nori asks for a reason and records it with the period; the bookings can then be corrected again. If a VAT return has already been transmitted for the period, the correction is made as a corrective return.
Once the period is closed you can transmit the VAT return.
Still stuck?
Contact support