Period close and audit

Start here: Understand fiscal periods

Find monthly periods, check their dates and understand open, closed and locked statuses.

Open →

Monthly periods

• Close a month
• Complete a period close checklist
• Customize the period close checklist
• Reopen a period
• Lock a closed period

Year-end close

• Close a General fiscal year
• Reopen and re-close a General year
• Review and download the General year-end package

Approvals

• Use approvals
• Set up approval workflows

Audit and checks

• Review the audit trail
• Export the audit trail
• Use the compliance dashboard
• Check audit integrity
• Read the audit readiness score
• Read the separation of duties report