Closing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
What You Can Do
- Track monthly close state, health score, and checklist completion.
- Request or review close approvals where governance requires it.
- Lock completed periods with notes after blocker resolution.
Workflow Notes
- Checklist blockers should be cleared before locking a period.
- Period locking is a control decision and should follow internal policy.
Related Features
Approvals
Run a central request/review queue across invoices, expenses, closing, and generic workflows.
OpenSettings Overview
Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.
OpenReconciliation
Match imported transactions, split mixed payments, and resolve exceptions with undo support.
Open