--- title: How to Automatically Close Old Overdue Documents description: Learn how to close all overdue documents effectively with Precoro’s automatic function. --- [Skip to content](https://help.precoro.com/automatic-closing-of-overdue-documents#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! How can we help you today? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.precoro.com/?hsLang=en) 2. [How to use Precoro](https://help.precoro.com/how-to-use-precoro?hsLang=en) 3. [Working with documents](https://help.precoro.com/how-to-use-precoro?hsLang=en#working-with-documents) # How to Automatically Close Old Overdue Documents ## Learn how to close all overdue documents effectively with Precoro’s automatic function. Decide how fast overdue documents lose relevance according to your business processes. By activating this setting, you can **automate the closing of overdue documents** and have Precoro assign them the **Closed** status once they've been overdue for longer than the period you choose. To set it up: 1. Go toConfiguration → Basic Settings → Document Setup → General Settings and find the **Automatically Close Old Overdue Documents** checkbox. 2. Enable the checkbox, then use the dropdown to select how long overdue documents should stay in your lists: **3, 6, 12,** or **24 months.** 3. Click **Save** to apply the changes. **[![close-overdue-documents](https://help.precoro.com/hs-fs/hubfs/close-overdue-documents.jpg?width=670&height=385&name=close-overdue-documents.jpg)](https://help.precoro.com/hubfs/Auto%20Close.png?hsLang=en)** Once a document has been overdue for longer than the selected period, Precoro will assign it the **Closed** status. These documents won’t appear in Overdue infocards, helping your team focus on what currently needs attention. **💡 Please note:**  If necessary, you can deactivate this function in the Basic Settings. Documents won't be closed instantly and we will notify you whether you approve the documents being closed. Functionality overview: - With the setting activated, documents with the following statuses will be affected: | **Current Document Status** | **Closing Process** | | --- | --- | | Draft | Overdue Draft documents will be deleted. | | In Revision | All overdue documents will obtain Closed status. | | Pending | All overdue documents will obtain Closed status at the approval step they were currently at. | | Matching | The Matching will be rejected, and documents will obtain the Closed status. | | Approved | All overdue documents will obtain Closed status. The remaining balance will not be rejected. | | Partly Paid | All overdue documents will obtain Closed status. The **To Pay** sum will not be zeroed out. | | Pending Receipt | All overdue documents will obtain Closed status. | | Partly Received | All overdue documents will obtain Closed status. Unused quantity and amount will not be rejected. | | Recurring | With obtaining the Closed status, the recurring will stop (if there were scheduled documents). | | Completed, Paid, Rejected, Canceled, Stopped | Will remain within their current statuses. | - You are able to Close old documents, bypassing the current document completion rules: - No need to redact the unused quantity/amount. - No need for the received to be equal to the invoiced. - No need to reject old, overdue, and pending documents. It will be done automatically. - The documents’ **Delivery/Due Date** fields will determine the overdue parameter. - Only documents from the year before last and older will be affected. Additional notes: - Documents obtaining the Closed status won't affect the documents in integrations—they won't be deleted in the integrations. - Closed status documents will be included and listed in the reports. - The Closed documents won't  be included in the infocards and pages for creating related documents. - Use reports and filters to track the Closed status documents. ### How to Revise the Closed Status Documents All the documents that have been assigned the **Closed** status can be **Revised**. To do that, please follow the steps: 1\. Open the **Closed** status document you need. ![](https://help.precoro.com/hs-fs/hubfs/Monosnap%20Purchase%20Order%20%231161%202024-10-24%2018-15-52-png.png?width=571&height=268&name=Monosnap%20Purchase%20Order%20%231161%202024-10-24%2018-15-52-png.png) 2\. Click the **Revise** button on the action panel and make the changes if needed. The document will automatically obtain the **In Revision** status, and it will undergo your set workflow after it is **Confirmed**. 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