Set a ban date for editing 1s 8.3. Accounting info

Data editing prohibition date is a functionality of the 1C 8.3 BP program that allows you to limit the entry and modification of documents for a certain period of time. Speaking in the language of accountants, it is necessary to “close the period in 1C”. You can even set a ban on specific users and organizations in the database to prevent anyone from making changes.

The instructions are 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).

Where can I find the editing ban date in 1C 8.3? This function is located on the “Administration” tab, in the “Support and Maintenance” section:

If you have not yet enabled the editing prohibition date in 1C 8.3, then set the necessary flag:

How to open and close a period

First, we need to decide whether we will differentiate the rights to change by user or use the date for everyone:

For example, select the “By users” option. It is now possible to specify individual settings for each employee.

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

To organize this option, you must:


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Now let's complicate the task. For the user “Ivanov”, you need to set a restriction on changing the data of the organization “Confetprom”, like other users, for 03/01/2016.

Select the employee in the list and at the bottom of the screen set the “Method of specifying the ban date” switch to the “By objects” position:

A menu for setting the editing date by organization will appear. Use “Select” to add the desired organization to the table and enter 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.

In 1C there is a way to simplify it - setting a “dynamic” ban date. That is, the program can be configured so that the system will automatically “move” the ban date. Example - at the end of the year, month, quarter, week, day.

It's not difficult to set up. As you may have noticed, in all the settings above there is a “Ban Date” field. It is precisely this that is responsible for this setting.

Common date for all users:

Or individual settings:

Date of ban on loading data into 1C BP 3.0

We will also touch on the topic of prohibiting loading data into the 1C 8.3 program. It happens that very unpleasant situations happen when some data is received from the management database (for example, UT) into the accounting 1C in a closed period.

Every accountant needs to know how to close a month when maintaining records in the 1C program. Mandatory regulatory documents, based on the specifics of the accounting policy about the types of activities taking place and accounting information, as well as taxation systems, are carried out by the month closing assistant.

Closing the month

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

  1. By processing month closing, one after another, operations are performed that close accounting and tax accounts (“Operations” - “Period Closing” - “Month Closing” hyperlink). For each individual organization for which records are kept in the database, any of the regulatory operations is performed once in the reporting period.
  2. To close a month, you must select an organization and indicate a specific month.
  3. First of all, if necessary, the sequence should be restored - this link, marked in pale blue, indicates that some documents were posted retroactively without re-posting subsequent ones.
  4. Regulatory documents 1C: Accounting for closing the month are divided into four blocks and must be carried out 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 errors, etc. The blocks are distributed as follows:
      • primary operations that form the company’s expense items, as well as monitoring other operations for further blocks;
      • “Calculation of shares of write-off of indirect expenses”, 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 “Run month closing” button starts the procedure:

    Within each group, the sequence of regulatory documents can be carried out arbitrarily. If operations are carried out in the correct sequence and one of them is repeated, overriding the results of subsequent ones, then the lines of higher groups are marked with a blue background for their re-run.

  5. If all operations are completed successfully, they are marked in green. Documents that were not completed due to errors are marked in red. Operations that need to be repeated are marked in blue. Operations that have not yet been completed are marked in black.
  6. When performing each regulatory procedure, corresponding transactions 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 calculation form is used.
  8. During the process of closing the month, accounting errors may be identified: you should review their description, analyze them and, after correcting them, continue with the procedure.
  9. Successful completion of all regulatory transactions and their marking in green does not mean the correct closure of accounts. Verification of 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 cost accounts.
  10. When closing the year (reporting period - December), the following are added to the list of routine operations:
    • write-off of losses from previous years;
    • income tax calculation;
    • balance reform.

Date of prohibition of changing accounting data

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


Documents preceding the ban date are available for viewing only; creating new ones or changing existing ones is possible only if their date is greater than the ban 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 must be performed month after month, and not once a year for all periods. Regulatory documents influence current accounting results, the formation of product costs, and, therefore, determine the performance indicators of the organization as a whole.

After all primary documents are entered into the program, it is necessary to close the period; for this, an employee of the accounting service performs closing procedures. All regulatory transactions are formed on the basis of correctly entered data in the “Accounting Policies” section. It contains accounting information, data on the taxation system, and indicates the types of activities of the company. You need to fill out data on the organization’s accounting policy in the “Main” section panel in the “Settings” block.

The procedure for closing a month in 1C, what is it?

It must be taken into account that closing a month in 1C is an ongoing procedure that is performed every month.

All executed documents (operations) during this procedure are regulatory, they affect:

  • creation of product costs in production;
  • results, both tax and accounting.

Regulatory documents after the implementation of these procedures determine the financial activities of the enterprise.

Where in the program is the “Period Closing” block located?

In the “Operations” section panel, there is a “Period Closing” block, which includes five sections:

  • “Closing of the month”;
  • “Regulatory operations”;
  • “Certificates - calculations”;
  • “VAT Accounting Assistant”;
  • “VAT regulatory operations.”


Why do you need the “Month Closing Assistant”?

The assistant carries out routine activities to close tax and accounting accounts; they are carried out one after another, in a strictly defined order.

It is necessary in order to monitor the correct and consistent implementation of all regulatory operations in the enterprise (organization).

Documents in the regulatory procedure are divided into four blocks:

  • I (first) – includes documents (operations) that, after they are carried out in the program, take into account the organization’s expenses. All expenses of the company must be carefully controlled so that transactions at closing reflect complete and reliable accounting;
  • II (second) - document - “Calculation of write-off of shares of indirect costs.” When it is carried out in the database, preliminary calculations are made for cost accounts;
  • III (third) - includes the regulatory procedure for closing accounts for accumulating costs and distribution costs (account 20, account 23, account 25, account 26, account 44);
  • IV (fourth) - operations that determine financial results for the period (account 90, account 91).

Within a block, regulatory documents can be executed in any order; the operations of each block must be performed sequentially. Documents of the second and subsequent blocks are posted if the posting of documents from the previous block was completed without an error.

To carry out regulatory activities, a period is indicated and an organization is selected. These routine operations are performed when you click on the “Month Closing” button. A separate document is created for each operation. When carrying out closing activities, quite often an error message appears; in this case, you need to read the description of the error, then correct it and then continue the procedure for closing the month again.

It is imperative to carry out all closure activities in strict order so as not to waste unnecessary time re-identifying errors and conducting operations in the database.

If, after performing operations to close the month, all items have been purchased:

  • Greenish color means that everything was completed successfully;
  • If the color is pale bluish and an error message is displayed, this means that the procedure must be repeated until all errors are corrected.

Marking documents in red means they failed due to errors.

What errors occur when closing a month?

Common errors:

  • The nomenclature group of income for accounting or tax accounting is not indicated in the sales documents;
  • Account 25 is not closed, since it is impossible to determine the basis for the distribution of expenses for some divisions;
  • Analytics are not indicated in the documents reflecting transactions for other income and expenses;
  • The procedure in 1C for conducting month-end closing documents in the required order was violated.

Marking regulatory documents with a greenish color does not mean the successful completion of all regulatory operations. In order to check whether the closing procedure is happening correctly, you can generate and then analyze the data in the balance sheet, taking into account checking the balances at the end of the period.

When closing the reporting (calendar) year, you need to additionally carry out regulatory documents:

  • Write-off of losses from previous years;
  • Balance reform.

When reforming the balance sheet, tax accounts and accounting accounts, such as account 90, account 91, are closed.

If a team of employees of the accounting service and other services works in the 1C program, then it is advisable, when all errors are identified and corrected, to reclose the database, and then close the period for editing, in order to avoid accidental changes in the processed documents.

How to close a period for editing in the 1C program: “Accounting 8 edition 3.0”?

In the “Administration” section panel there is a “Support and Maintenance” block, in it we find the position “Dates of prohibition of data changes”.

The prohibition of changing data in the 1C program can be determined for:

  • Specific user;
  • All users.

For example: The date for prohibiting editing documents is set to March 31 of the current year, then documents preceding this date will be available to users only for viewing. If the user tries to change data in the document, a warning message appears on the computer screen. As for documents, starting from April 1 of this year, you can not only access and view them, but also change and transfer them.

Do not forget that a correctly performed procedure for closing the month will show a complete and reliable result of the financial and economic activities of the organization as a whole.

How to set the ban date for changing data in 1C: Accounting 8.3 (revision 3.0)

2017-10-30T11:17:25+00:00

Often, when working in 1C: Accounting 8.3, you need to prohibit changing data from past periods. This may be necessary, for example, if reporting on them has been submitted and changing accounting data in these periods is unacceptable.

And in order not to accidentally change the data of past periods yourself, or to prevent another less experienced accountant from accidentally starting the re-posting of documents for all periods - it is required set a ban date up to which (inclusive) documents in the database cannot be changed.

I'll tell you how to do this in 1C: Accounting 8.3 (edition 3.0).

1. Open the “Administration” section and find the “User and rights settings” item there ():

If in the "Administration" section you do not find the "User and Rights Settings" item, most likely you simply do not have the rights to set this restriction. To perform this operation, the user must have the appropriate rights - for example, administrator or chief accountant rights. Read more about rights.

2. In the “User and Rights Settings” window that opens, find and check (if it is not already installed) the “Change prohibition dates” checkbox and click on the link on the right “Configure”:

3. In the “Dates for banning data changes” window that opens, select the option to set the data ban: “For all users” or “By users”. I think the meaning is clear. Let's stop at the point " For all users".

4. Select the method of specifying the ban date “General date” or “By objects”. The second option is needed if we want to specify different ban dates for different organizations within our database. Let's stop at the point " General date".

5. As the ban date, we will indicate the date until (inclusive) changes cannot be made to the database. I got it like this:

6. Close the form through the cross in the upper right corner. Ready!

Sincerely, (teacher and developer).

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

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

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

Where in 1C is the editing ban date set?

Let's look at where to find and how to edit the settings responsible for setting the prohibition date for making changes in 1C 8.3 Accounting.

The settings for this parameter are located in the block Administration - Program settings - User and rights settings - section Dates for prohibiting changes.

How to close a period

In order to set the date after which editing data in 1C is prohibited, you must check the box Dates prohibited from changing and enter the required values ​​into the parameters via the link Tune .

The date after which a ban on making adjustments is established is entered in the column Date of ban and can cover the following user groups:

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

The ban date applies to the following data:

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

By default, the general ban date for making adjustments to existing data is set. However, 1C also provides the ability to set a specific ban date for adjusting a specific section or accounting object.

Automatic setting of prohibition of changes

A distinctive feature of 1C is the ability to not only record a ban on a specific date, but also enable its automatic updating in accordance with the specified setting, for example, quarterly, monthly, etc.

You can use this function in the following way - just follow the link More possibilities and set the interval after which the ban will be set automatically.

In case Date of ban installed on:

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

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

Prohibition only for accounting and tax data

In practice, there are situations when it becomes necessary to set a ban on data generated in accounting, then you need to select the parameter in the column Indicate the ban date - By section. In the table section, indicate the value Accounting and set the desired ban date.

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

Prohibition on 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 a ban date set value Indicate the ban date - By sections and objects.

The table part must be filled with the value Processing of personal data, or Accounting and by button Pick up select the organization that needs to establish a ban. In addition to the sections, the tabular section will include selected organizations for which it is possible to indicate a separate date for prohibiting data adjustments.

Ban for specific users

In the case when you need to assign a ban on making adjustments only for 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 part, you can configure the prohibition of making changes for an individual specific user, depending on the need, in the field settings Indicate the ban date one of the following options can be selected:

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

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

Adjusting the prohibition date for making changes is carried out in the same way as setting it, only instead of the old date, a new prohibition date is indicated.

The following options exist when there is a need to open a period for making adjustments:

  • deleting dates for specific users or for a specific Organization, etc.

  • removal of the ban on making adjustments in general.

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