Period close (manager guide)

Goal

Close an accounting period only after operational cut-off is clean.

Checklist

1. Finish sales/purchasing drafts you intend to post in-period.
2. Complete bank reconciliation for the period.
3. Review AR/AP and suspense from close preflight.
4. Open Periods → preflight → fix fails → Close (accounting.close_period).
5. Document residuals for the next period.

Related

• Periods
• Month-end path