Would be exciting to see Ramp add an accounting period close option one day. I understand if we lock our period in Netsuite, it prevents edits or new bills from syncing but then records don’t match.
If we could lock the period and then during Bill creation that calendar month would be greyed out under accounting date.
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Hey Rachel! Product manager for Ramp Bill Pay here.
We rolled back the behavior of preventing edits to bills posted in closed periods or blocking syncs on those edits due to some issues with the implementation - we are planning on releasing it back out a few months from now once we fix those issues. For now if you edit a bill already posted into a closed period, it will show a sync error.
However, we do currently already move the accounting date to the next open period and block out locked periods on the accounting date for selection for posting new bills. I checked your account and was able to verify that dates in March were locked from selection on bill creation and bill edits on the accounting date picker.
Let me know if you’re seeing differently, thank you!