Help topics

Closing

Review periods, follow progress, and lock the books.

4 guides

• Follow closing progress across companies→

  Configure monitoring, choose a closing cadence, request review, and read the firm's Closing board.

  Not yet available in production

• Run a closing review and work through queries→

  Compare the books, review checklist results, answer findings, and manage preparer and client queries.

  Not yet available in production

• Sign off or reopen a closing period→

  Read sign-off warnings, record an admin's decision, and reopen a period with a reason when work must be revisited.

  Not yet available in production

• Lock a company's books through a month end→

  Understand the separate lock permission, recorded attempt, partial outcomes, and confirmation in Juan.

  Production availability not confirmed