Open a summary—Accounts Payable

If your organization's policies allow it, you can re-open a closed summary to allow changes such as adding or deleting AP supplier invoices. The Open AP subledger page enables you to reopen summaries either by period or by summary name.

Re-open a summary

1. Go to Accounts Payable > All > Subledger > Open.
2. If you are at the top level, select an Entity or entity group.
3. You have two ways to open summaries:
   • By date: select To the start of period, then select a standard period such as Month Ended January 2020, First Quarter 2020, and so on. Sage Intacct opens both AP supplier invoice summaries and adjusting summaries.
   • By name: select Open a single summary, then select the name of the summary you want to open.
4. Select Open.
   Are you opening the summary to post a single transaction? Remember to close it immediately so no one can inadvertently post more transactions to it.

Field descriptions

The following table describes each item in the Open summaries fields:

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	The closed summary that you want to open.