Finance
Close a period only when AP, AR, and bank sub-ledgers agree. After close, casual posting should stop.
Where to find it: Left menu → Finance & Accounting → Financial Closing
Step 1
Left menu → Finance & Accounting → Financial Closing. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Run the checklist on the screen. Fix exceptions. Close. Tell the team the period is frozen.
Step 3
New journals in that period should be blocked or need a special right. The next period should be open.
Yes. Financial Closing is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
A finance role with close permission — not every bookkeeper. Set that in Permissions.
