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advancedfinancial
v1.2Month-End Close Checklist
Month-End Close
45 min read78 viewsFinancials → Month-End Close
🎯 Objective
Complete the full monthly financial close: reconcile all accounts, generate and distribute owner statements, lock the period, and archive.
💼 Business Purpose
A disciplined month-end close ensures financial accuracy, complete audit trails, and timely owner reporting.
🗺️ Navigation Path
Financials → Month-End CloseImportant Warning
Once a period is locked, no further transactions can be posted to that month without admin override.
