Month-End Close: Close the month

This section of Month-End Close covers Close the month. The pages are listed in the order you'd usually need them.

To…	Go to…
How closing a month locks your books, and what happens afterwards to anything dated inside that month	What closing does to your books
Why batched summary entries have a settle window, and why waiting a few days into the new month saves you chasing work that is not late	Batches and the close
What inventory debt, inventory-versus-GL divergence and pending cost changes mean for a month you are about to sign off	Inventory and the close
Take an accounting month from Open to Closed — run the checks, sign off what is outstanding, and lock the books	Close a month
Sign a month off with inventory debt still owed, using the one permitted override and the reason it records	Close over outstanding inventory debt
Produce the month's workbook, find the finished download in the job tray, and know what a preliminary export means	Export the close pack