How to open a period in 1c enterprise. Accounting info

19.07.2018

As in the standard configuration "1C: Enterprise Accounting" rev. 3.0 set the date of prohibition of data changes

This method of setting the date of prohibition of data change can be used in the standard configuration "1C: Enterprise Accounting" revision 3.0, both in the local version installed on the user's computer, and in the cloud version of 1C: Accounting.

Quite often, in real work with an accounting program, it is required to establish a prohibition on recording new documents retroactively, making changes to existing documents or correcting any other data earlier than a certain date. This possibility is especially relevant if other users work in the program besides the accountant, the reporting has already been submitted and it is not permissible that, without the knowledge of the accountant, any changes were made to the accounting data of the closed period retroactively.

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Flexible options for setting the date of prohibition of editing

So that none of the other users who have access to the program, through thoughtlessness, ignorance or accidentally, could change the documents of closed periods in the standard configuration "1C Enterprise Accounting" rev. 3.0, a flexible mechanism is provided to prohibit data changes retroactively. which allows:

• Set the date of prohibition of editing in 1C: Accounting 8 both at once for all users and individually for each of the users.
• If several organizations are kept in one infobase, then the date of prohibition of editing can be set both at once for all organizations, which are kept in this infobase, and separately for each of the organizations.
• Editing prohibition dates can be specified explicitly (the date is specified manually) or by relative values, while the editing prohibition date is set automatically in accordance with the specified period:
• end of last year,
• end of last quarter,
• end of last month,
• end of last week,
• the previous day.

Configuration examples

Now let's look at the possibilities of setting the date of prohibition of editing in 1C: Accounting with specific examples.

Example 1 (Simple)

Initial data:

• The program employs several users and keeps records of several organizations.
• It is necessary to configure a common date of prohibiting editing for all organizations and for all users of the same infobase.

The first step is to enable the very possibility of setting the date of prohibition of changes. To do this, in the "Administration" section of the main menu, select the "User and rights settings" item.

In the subsection "Dates of prohibition of changes" set the flag "Prohibition of modification of data of past periods".

At the very top of the form there are buttons for selecting an option for setting the Date of prohibiting data changes:

• Not installed
• For all users
• By users

In this example, we are setting a common date for all users, so we select "For all users".

In the "Banned date" field, you can manually enter the date from the keyboard or call up the standard calendar window and select the date with the mouse.

If you are satisfied with the option with manual indication of the absolute value of the ban date, then the setting is completed and you do not need to save the settings additionally.

If you need to adjust the relative value of the date, which will be automatically transferred by the program taking into account the current date, then you must click the "More options >>" hyperlink.

After that, in the "Banned date" field, you can select one of the options:

• End of last year;
• End of last quarter;
• End of last month;
• End of last week;
• The previous day.

In addition, for relative dates (except for the Previous day value), you can set the number of days of "grace period" before setting the ban date, during which data changes will still be allowed. To do this, you must enable the checkbox "Allow data changes before the ban date" and set the number of days of "grace period", in our example - within 3 days after the end of the month, users will still be able to save documents retroactively, repost and make changes to the data of the previous month. After three days, the period will be closed automatically.

Example 2.

Initial data:

• Several users work in the program
• One of the users must be prohibited from entering documents for the last month after three days after its end.

As in the first example, you first need to enable the ability to set the date of prohibition of changes: "Administration"> "Configure users and rights". Set the flag "Dates of forbidden changes".

In the subsection "Other ways of specifying the ban date" in the "Specify the ban date" field, leave the "General date" value.

We select the mode of setting the date of prohibition of data editing "By users".

Above the table, click the "Pick" button.

In the list of users that opens, select the one for whom we will set the date of prohibition of editing.

We put the flag "Effective on a deferred basis" and indicate the required number of days of "deferral" (in our example - 3 days). As a result, this user will be able to create and modify documents with the date of the previous month only during the first 3 days of the next month. After that, the previous month for this user will be closed automatically. Similarly, you can set the ban date for other users either individually or all at once, using the element<Для всех пользователей>in the list of settings that will be used for all other users, except for those indicated in the list.

Example 3.

Initial data:

• one information base keeps records of two enterprises (LLC and individual entrepreneur);
• several users work with the program;
• one of the users must be completely prohibited from entering documents written out from the LLC retroactively, and the documents from the individual entrepreneur must be prohibited from writing out with the date of the previous quarter 10 days after its end (suppose that this is a good sales manager, but who was previously inaccurate when working with documents closed periods).

We select the user for which the setting will be made, just like in the previous example, but in the subsection "Other ways of specifying the ban date" in the "Specify the ban date" field, select the value "By sections and objects".

Another table with a list of sections and objects will appear in the settings window by the list of users.

Select the "Accounting" section and press the "Pick" button.

A list of organizations, which are kept in this infobase, will open (in our example, OOO Analyst and IE Popov V.I.). We select the organization that we will set up first.

It will be added to the list of objects. In the row of this organization, select the cell in the "Banned date" column and press the "Change" button.

Since this user needs to completely prohibit the ability to write out or edit documents retroactively on behalf of the LLC, then we select the "Previous day" option.

In the list of objects, click "Pick" again and now select the IP.

In the IP line, select the cell in the "Ban Date" column and press the "Change" button.

In the "Banned date:" field, select the "End of the previous quarter" value.

We put the flag "Effective on a deferred basis" and indicate the required number of days of "deferral" (in our example - 10 days).

As you can see, the typical configuration "1C: Enterprise Accounting" revision 3.0 provides flexible options for setting the dates of prohibition of changes for different organizations and users, and it is not at all difficult to make all the settings yourself without the help of programmers and changing the typical configuration.

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How to set the prohibition of data editing in the 1C 8.3 program?

The date of prohibition of data editing is the functionality of the 1C 8.3 BP program, which allows you to restrict the entry and change of documents for a certain period of time. Speaking in the language of accountants, it is necessary to “close the period in 1s”. The ban can be set up to specific users and organizations in the database.

The instruction is relevant both for 1C Accounting and for other programs created on the basis of the Library of Standard Subsystems (Trade Management 11, ERP 2.0, 1C ZUP 3.0, 1C UNF, and so on).

Find the date of the ban in the interface

In the interface, this function is located on the "Administration" tab, in the "Support and maintenance" section:

If your edit prohibition date is not yet included in 1C 8.3, then set the required flag:

Setting the date of prohibition of data editing

To begin with, it is necessary to decide whether we will differentiate the rights to change by users or will use the date for all:

For example, let's select the "By users" option. Now it has become possible to specify individual settings for each employee.

Example: for employees "Sergeev" and "Ivanov" you need to set the editing date 01/01/2016, and for the rest - 03/01/2016.

To organize such an option, you need:

Now let's complicate the task. For the user "Ivanov" it is necessary to set a restriction on changes in the data of the organization "Confetprom" as for other users - on 03/01/2016.

Select the employee in the list and at the bottom of the screen set the switch "How to specify the ban date" to the "By objects" position:

The menu for setting the editing date by organization appears. Add the required organization to the table using the "Pick" method, and write down the date of the ban:

Setting a "dynamic" ban date

The method described above is not always convenient - it requires constant administration. That is, every month / quarter / year the date will need to be set manually.

There is a way to simplify 1C - setting a "dynamic" ban date. That is, the program can be configured so that the system would automatically "move" the date of the ban. Example - at the end of a year, month, quarter, week, day.

It is not difficult to set it up. As you may have noticed, in all the settings above there is a field "Banned date". It is precisely it that is responsible for this setting.

Common date for all users:

Or customization:

Date of prohibition of loading data into 1C BP 3.0

Let us also touch on the topic of prohibiting data loading into the 1C 8.3 program. It happens that very unpleasant situations happen when any data from the management base (for example, UT) comes to accounting 1C in a closed period.

In order to avoid such troubles, the 1C company has come up with an excellent mechanism - "Date of data loading prohibition". It is located in the "Administration" menu, in the item "Configuring data synchronization":

Enabled with the checkbox "Download prohibited dates":

We will not dwell on the functionality in detail, it works similarly to the usual date of prohibition of changes, except that the role of “Users” is now played by the “Information base”. That is, you can restrict the exchange using a specific 1C 8 database:

Based on materials: programmist1s.ru

Often, when working with the program, you need establish a ban on changing any data until a certain date.

For example, after submitting quarterly financial statements to the tax office, a prohibition is usually established to change the data that was used to generate these statements, that is, data on the last day of the reporting period.

To perform this operation, the user must have the appropriate rights (for example, administrator or chief accountant rights).

Open the Date that data was prohibited

The chief accountant: Open the "Operations" section and find the item "Date of data change prohibition"

At the Administrator: section "Administration" - "Support and Service"

In chapter:

1. There must be a checkbox for using bans

2. Configure - Configure here

The window for setting the date of the ban:

• There is no prohibition on changing (loading) data - in this case, all previously set prohibition dates are disabled.
• For all users (For all infobases). In this case, the Inhibit Date Specification Method and Inhibit Date fields become available.
• By users (By infobases). This feature can be used if the ban date needs to be set for a specific user or user group (for a specific infobase), or different users (infobases) need to set different values ​​for the ban date.

Choose the ban you need, for example by users, and set the ban date For all users = 09/30/15:

This mechanism is flexible and allows you to set up restrictions for accounting sections and organizations, for user groups or for a specific user.

For more information on setting - see Help

Every accountant needs to know how to close a month when keeping records in the 1C program. Mandatory regulatory documents, based on the specifics of the accounting policy on the existing types of activities and accounting information, as well as tax systems, are performed by the month-closing assistant.

Close of the month

Below is a sequential system for closing the month in 1C 8.3 Accounting step by step:

1. By processing the month-end closing, one after another, operations are performed that close accounting and tax accounts ("Operations" - "Period-closing" - "Month-end closing" hyperlink). For each individual organization for which accounting is kept in the database, any of the routine operations is performed once in the reporting period.
2. To close the month, you must select an organization and indicate a specific month.
3. First of all, if necessary, you should restore the sequence - this link marked with a pale blue color indicates that some documents were posted retroactively without reposting subsequent ones.
   
4. Regulatory documents 1C: Monthly closing accounting are divided into four blocks and must be performed in accordance with strictly defined rules of adherence: documents of the second block will be executed only if the documents of the first block are completed without error, etc. The blocks are distributed as follows:
   • primary operations that form the company's expense items, as well as control of other operations for further blocks;
   • "Calculation of the share of write-off of indirect costs", which gives additional calculations for cost (expense) accounts and records these results in the program register;
   • accounts of costs and distribution costs - 20th production accounts and accounts. 44;
   • operations that form the final financial results (accounts 90, 91).

   The button "Close the month" starts the procedure:
   

   Within each group, the sequence of regulatory documents can be performed arbitrarily. If the operations are carried out in the correct sequence and one of them is repeated, redefining the results of the subsequent ones, then the lines of the older groups are marked with a blue background to start them again.

5. If all operations are completed successfully, they are marked in green. Documents not completed due to errors are marked in red. Operations to be repeated are highlighted in blue. Operations not yet completed are marked in black.
   
6. When performing each regulatory procedure, the corresponding entries are generated in accounting and tax accounting, which can be viewed in the context menu of each line of the block.
7. To visually display the result of a routine operation, a printed help-calculation form is used.
8. In the process of closing the month, accounting errors may be detected: you should view their description, analyze and, having corrected, continue the procedure.
9. Successful completion of all routine operations and marking them in green does not mean that the accounts are closed correctly. Checking the correctness of the closing procedure is carried out by generating and analyzing the balance sheet for this period and checking the final balance of the cost accounts.
10. When the year is closed (the reporting period is December), the following are added to the list of routine operations:
    • write-off of losses from previous years;
    • calculation of income tax;
    • reformation of the balance.

Date of prohibition to change accounting data

In case of successful closing of a month or a year, it is necessary to exclude accidental or deliberate changes in the previously held primary documents of this period, which may affect the final financial result. You need to know how to close the period for editing data in 1C 8.3:

Documents preceding the banning date are available exclusively for viewing, creating new or changing existing ones is possible only if their date is greater than the banning date. If you try to change data that is closed for editing, a warning will be displayed on the screen.

Closing the month is a complex procedure and should be performed from month to month, and not once a year for all periods. Regulatory documents affect the current accounting results, the formation of the cost of production, and, therefore, determine the performance indicators of the organization as a whole.

Monthly in 1C 8.3. the accountant carries out the procedure Closing of the month checking all totals and data.

It often happens that in the future, one of the users opened the document of the closed period and incorrectly exited it, or even changed and re-posted it. As a result, the program demands to restore the boundary of the sequence of documents of the closed period. This means that it is necessary to start the reposting procedure again and the result of the previously closed period may no longer coincide with what was reflected in tax returns in the financial statements.

To protect yourself from such situations, it becomes necessary to set the prohibition of editing in a closed period of all available data. After performing this operation, making any adjustments in the closed period will become impossible.

Where in 1C the date of prohibition of editing is configured

Let's consider where to find and how to edit the settings responsible for setting the date for prohibiting changes to 1C 8.3 Accounting.

The setting of the specified parameter is located in the block Administration - Program settings - User and rights settings - Section Prohibited changes.

How to close a period

In order to set the date, after which it is forbidden to edit data in 1C, it is necessary to check the inscription Change Inhibit Dates and add the required values ​​to the parameters by reference Tune .

The date after the indication of which the prohibition on making adjustments is established is put down in the column Banned date and can cover the following user groups:

• all existing users;
• a specific list of users generated by the administrator.

The date of the ban applies to the following data:

• data generated in accounting (section Accounting ) - for all types of documents entered in the information base;
• processing of information containing personal data - for a printed form Consent to the processing of personal data (directory Individuals - button Consent to PD processing ...).

By default, the parameter general prohibition date for making adjustments to the existing data can be set. However, 1C also provides the ability to set a specific date of prohibition on adjusting a specific section or accounting object.

Automatic setting of prohibition of changes

A distinctive feature of 1C is the existence of the possibility not only to fix a ban on a specific date, but also to enable its automatic update in accordance with a given setting, for example, quarterly, monthly, etc.

You can use this function as follows - just follow the link More possibilities and set the interval after which the prohibition will be set automatically.

In the case when Banned date installed on:

• End of last year - at the time of the onset of a new calendar year, the ban will be set automatically on the last day of the last year;
• End of last quarter- at the time of a new quarter, the ban will be set automatically on the last day of the last quarter;
• End of last month- at the time of a new month, the date of prohibition of changes will be set automatically on the last day of the previous month;

Due to the fact that, as a rule, in the current period, data corrections for the previous period are made for some time, 1C Accounting 8.3 provides for the possibility of postponing the prohibition of changes. In order to use this function, you will need to set the period during which it will be possible to make adjustments in the period to be closed.

Prohibition for accounting and tax accounting data only

In practice, there are situations when it becomes necessary to set a prohibition for data generated in accounting, then you need to select the parameter in the column Indicate the date of the ban - By Sections... In the tabular section, specify the value Accounting and set the desired ban date.

In a similar way, a prohibition on making adjustments to the processing of personal data is formed.

Prohibition of changes only for a specific organization

When it becomes necessary to prohibit editing documents for certain organizations, it is necessary in the section Other ways to indicate the date of the ban set value Indicate the date of the ban - By sections and objects.

The tabular section must be filled with a value Personal data processing or Accounting and by button Pick up select an organization that needs a ban. In the tabular section, in addition to the sections, there will be selected organizations for which it is possible to specify a separate date for prohibiting data correction.

Ban for specific users

In the case when it is required to assign a prohibition on making adjustments only for the specified specific users, select the tab By users , in the upper table we describe the users who need to configure the ban.

In the lower tabular section, you can configure the prohibition of making changes for an individual specific user, depending on the need, in the field settings Indicate the date of the ban one of the following options can be selected:

• General date;
• By Sections;
• By sections and objects.

How to change the ban date or open a period in 1C 8.3

Adjustment of the date of prohibition of making changes is made in the same way as setting it, but instead of the old date, the new date of prohibition is indicated.

There are the following options when there is a need to open a period for making adjustments:

• deleting a date for specific users or for a specific organization, etc.

• removal of the prohibition of making adjustments in general.