Automation and Period Controls
Tune automation thresholds and protect completed periods using archive and lock controls.
What You Can Do
- Configure rules for categorization, matching, reminders, and forecast/tax support.
- Preview rule impact and refine values over time.
- Lock/archive periods and manage unlock actions with notes.
Workflow Notes
- Automation quality depends on clean source data and realistic thresholds.
- Period locks are governance controls and should follow your close policy.
Related Features
Reconciliation
Match imported transactions, split mixed payments, and resolve exceptions with undo support.
OpenClosing
Complete month-end with checklist discipline, approval handoff, and controlled locking.
OpenApprovals
Run a central request/review queue across invoices, expenses, closing, and generic workflows.
Open