Open an expense summary

You might open previously closed summaries either by period or by summary name. After a summary is opened, you can again post transactions to that summary. If you opened a closed summary to post a single transaction, remember to close it again immediately so users cannot inadvertently post additional transactions to that summary.

This page behaves slightly differently if you are a user in a multi-entity shared environment. Users in the top-level company of a multi-entity shared environment might open summaries for all entities or a single entity. Users at the entity level may open summaries only for the entity they are currently in.

1. Go to Expenses > All > Expense subledger > Open.

2. Select an Entity or entity group.

   To see the Entity or entity group field

   Intacct displays this field only for the top-level company in a multi-entity shared environment of multiple companies. It allows users in the top-level company to open periods for all entities or a single entity. The default is unspecified, which is equivalent to selecting all entities. Alternatively, you may open a single entity or group of entities.

3. Do one of the following:

   • Select To the start of period.

     This opens all summaries in one or more periods.

   • Select Open a single summary.

     This opens both regular summaries and adjustment summaries.

4. Select Open.

Field descriptions

Open an expense summary field descriptions

Item	Description
Open subledger from	The start date from which you have summaries.
To the start of period	Accounting period you want to open. No options appear in the dropdown if the reporting books are closed. Learn how to open books for a closed period.
Open a single summary	Closed summary you want to open.