Month-End Close: Close the month

Closing a month signs it off. SKU.io runs the checklist one last time, saves the month's report pack as its numbers of record, and records who prepared the month and who closed it. Closing doesn't freeze the month: a late bill or a correction can still land in it, and when the change is over your review threshold the month asks you to sign it off again. Only your hard close date freezes the books. You can move it while you close, with Also lock through this month, or later, at quarter or year end.

Start with Close a month. If you're new to the close, read What closing does to your books first. The other background pages cover timezones, batches and inventory, and the steps link to them where they matter.

To…	Go to…
take a month from Open to Closed, and lock through it at the same time if you want	Close a month
check a colleague's work and close the month as its independent reviewer	Review and close a month someone else prepared
understand what a close signs off, what only the hard close date freezes, and what happens to anything dated in a closed month later	What closing does to your books
close a month with inventory debt still outstanding, with a recorded reason	Close over outstanding inventory debt
sign off a closed month again after something in it changed	Re-sign-off a restated month
freeze the books through a month you've already closed	Move the hard close date
know which date puts an entry in a month, and what a timezone change does to closed months	Month boundaries and timezones
know why batched entries need a few days to settle before you close	Batches and the close
understand how inventory debt, inventory-to-GL gaps and cost changes affect a sign-off	Inventory and the close