Skip to main content
Sometimes a period was closed too early and a correction must be posted into it. Hitaji gives you two ways to reopen a period, depending on how much control you need:
  1. Direct reopen — a one-click button that returns a closed period straight to OPEN.
  2. Maker-checker reopen request — a controlled workflow where one person files a request and a finance-admin approves or rejects it. This is the path for locked periods and for any environment where reopening should require sign-off.
You’ll find the direct reopen at: /accounting/periods (navigation: Finance → Periods & Close).
📷 Screenshot: A CLOSED period row showing the “Reopen period” button — to be added.

​
Option 1 — Direct reopen (one click)

On the Periods & Close page, a closed period shows a Reopen period button.
  1. Open Finance → Periods & Close (/accounting/periods).
  2. Find the closed period (rose CLOSED badge).
  3. Click Reopen period.
  4. The badge returns to OPEN and you’ll see a “Period reopened” confirmation.
The period is now postable again. The reopen clears the “closed at / closed by” stamps and writes a REOPENED entry to the audit trail. Use this when reopening is a routine correction and the person doing it is trusted to decide. For tighter governance, or for a locked period (which this button does not handle), use the request workflow below.

​
Option 2 — Maker-checker reopen request

The maker-checker workflow separates who asks from who approves, so a reopen of a closed or locked period leaves a deliberate paper trail.

​
Step 1 — File a reopen request (the “maker”)

A user files a request against the closed or locked period, supplying a reason.
  • The request is recorded as PENDING.
  • You cannot file a request for a period that is already OPEN — it returns “Period is already open; no reopen is required.”
  • You cannot file a second request while one is already pending for the same period — it returns “A reopen request is already pending for period ‘<name>’.”
  • Filing writes a REOPEN_REQUESTED audit event capturing the reason and the period’s previous status.

​
Step 2 — Approve or reject (the “checker”)

A finance-admin reviews the pending request and either approves or rejects it, optionally adding a resolution note.
  • Approve moves the period from LOCKED → CLOSED (not directly to OPEN). This is deliberate: a single approval relaxes a locked period only one step, to closed. To make it fully postable again you then perform an explicit close-reopen cycle, which forces a second, recorded action. The request is marked APPROVED with the approver and timestamp, and a REOPEN_APPROVED audit event is written.
  • Reject leaves the period as it was and marks the request REJECTED, with a REOPEN_REJECTED audit event.
Each request stores who requested it, the reason, who resolved it, when, and the resolution note — a complete maker-checker record.

​
Who can approve

Approving, rejecting, or even listing pending reopen requests requires a finance-admin / override role. The accepted roles are:
  • accounting:override-period-lock
  • override-period-lock
  • finance_admin / finance-admin
  • admin
  • superadmin
A user without one of these roles is refused with “Period reopen approval requires finance-admin privileges.” Filing a request (Step 1) does not require these roles; resolving it (Step 2) does — that’s the separation of duties.

​
Direct reopen vs. maker-checker — which to use

Note: the maker-checker request, approval, and rejection actions are exposed through the accounting API but are not yet surfaced as buttons on the Periods & Close page in the current build. Teams that need the controlled workflow drive it through the API / an admin surface; the page’s Reopen period button performs the direct reopen. (Flagged for the docs owner — confirm the intended end-user surface.)

​
After reopening

Once a period is open again:
  • Post your correction(s) for that date range.
  • Re-close the period when you’re done, so it goes back to protecting the month. Re-closing writes a fresh CLOSED audit event.
  • If the reopen affected a fiscal year you had already year-end-closed, review whether the year-end close needs to be revisited.