Month-End Close reference

Come here when you need an exact answer while you work the close: what a month's state or tag means, what a History line records, what a card or button on the Close tab does, or what a check measures. The later pages cover the exported close pack, the permission each close action needs, and the settings on Accounting → Settings → Close, including the hard close date.

To…	Go to…
see what each month state and tag means, how a month moves between them, and what each History event and revision records	Statuses in the close
identify every part of the Close tab: the KPI row, the Year board and its hard close date marker, Changes since sign-off, the Hard close date card, the month drawer and every dialog	The Close tab at a glance
look up what each of the 28 automated checks measures, whether it blocks, and whether it can be closed over	The close checks
understand the exported close pack's sheets, its cover, and which sign-off revision it carries	The close pack workbook
look up the columns and totals on each report sheet, and the chips in the report dialog	Close pack: columns on every report sheet
check which permission each close action needs, including the opt-in permission to move the hard close date	Who can do what in the close
set the review threshold, who gets notified, tolerances, independent review and your own checklist items, or read the hard close date's history	Close settings and custom checklist items