> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fusioncore.us/llms.txt
> Use this file to discover all available pages before exploring further.

# Fetching Financial Event Lines

> Gather every succeeded ledger entry in a Financial Period's date range and link it to the period.

## What Fetching Does

A **Financial Period** is a record that represents an accounting date range you want to close out, such as a calendar month. A **Financial Event Line** is a single ledger entry tied to a parent Financial Event, which comes from an order or a payment.

Fetching is the first step in closing a period. When you click **Fetch**, fusionCore finds every succeeded Financial Event Line whose event date falls inside the period's **Start Date** and **End Date**, then links each line to the period. After a fetch, you can review the gathered lines and move on to [locking the period](/end-user-guides/accounting/financial-periods/locking-financial-periods).

<Note>
  fusionCore organizes the supporting financial data for an accounting timeframe; it does not post journal entries or debits and credits. Your general ledger system creates journal entries by importing the data fusionCore provides.
</Note>

## Before You Start

* The period's **Status** must be **Open**. Fetch is unavailable on a **Closed** period.
* No other fetch or lock job can be running on the same period at the same time.

## How to Fetch Financial Event Lines

<Steps>
  <Step title="Open the Financial Period record">
    From the list view, click the name of the **Financial Period** you want to fetch.

    <Frame caption="image-20260309-142752.png">
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4857397319/image-20260309-142752.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=b5f7659f73ddb8de203cb27e3f3390f7" alt="Financial Period list view with a period name to open" width="630" height="549" data-path="images/end-user-guides/4857397319/image-20260309-142752.png" />
    </Frame>
  </Step>

  <Step title="Click Fetch">
    At the top right-hand side of the record, click **Fetch**.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4857397319/Screenshot_2024-11-18_at_1.58.37-PM-20241118-195902.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=1a2fe26fb7a3ab9674d244867614def2" alt="Fetch button at the top right of a Financial Period record" width="3406" height="1740" data-path="images/end-user-guides/4857397319/Screenshot_2024-11-18_at_1.58.37-PM-20241118-195902.png" />
    </Frame>
  </Step>

  <Step title="Wait for the success message">
    The fetch runs as a background job. When it finishes, a pop-up appears with a success message.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4857397319/Screenshot_2024-11-18_at_2.01.09-PM-20241118-200114.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=8342a382369258cf9fa2c9ce544ee941" alt="Success pop-up after a fetch completes" width="3266" height="1578" data-path="images/end-user-guides/4857397319/Screenshot_2024-11-18_at_2.01.09-PM-20241118-200114.png" />
    </Frame>
  </Step>

  <Step title="Refresh to see the linked lines">
    Refresh the page. The gathered **Financial Event Lines** now appear linked to the period.

    <Frame>
      <img src="https://mintcdn.com/fusionspan/4u-JGPkRA8QDMGYi/images/end-user-guides/4857397319/Screenshot_2024-11-18_at_2.02.46-PM-20241118-200249.png?fit=max&auto=format&n=4u-JGPkRA8QDMGYi&q=85&s=3aad86db1928a3e9d997d7454f44cd21" alt="Financial Event Lines linked to the Financial Period after refresh" width="3418" height="1728" data-path="images/end-user-guides/4857397319/Screenshot_2024-11-18_at_2.02.46-PM-20241118-200249.png" />
    </Frame>
  </Step>
</Steps>

## How to Confirm the Result

You can check progress without watching the pop-up:

* **Batch Job Status** moves through `Processing Fetch` and lands on `Completed Fetch` when the job succeeds, or `Fetch Error` if it fails.
* If the job fails, the **Batch Job Error Message** section on the record shows the detail.

## Limitations and Common Pitfalls

* **Fetch only picks up succeeded, in-range lines.** A line is linked only when its parent Financial Event has a status of `Succeeded` and a succeeded date inside the period's date range. Non-succeeded or out-of-range lines are skipped silently. If a line should have been linked but was not, locking the period will later fail.
* **Fetch needs an Open period.** If the period is **Closed**, the **Fetch** button reports that the action is available only for Open Financial Periods. A closed period cannot be re-fetched from this button.
* **One job at a time.** You cannot start a second fetch or a lock while a job is still running. Wait for **Batch Job Status** to leave the `Processing` state.
* **Fetch links, it does not lock.** Fetching only associates lines with the period. The lines stay editable until you [lock the period](/end-user-guides/accounting/financial-periods/locking-financial-periods).
