Period review and fiscal-year protection
Review the month's books and understand the difference between reconciliation and closing a fiscal year.
Review The Period
Use Monthly review to check reports, registers, Bank Feeds, Statements, Bank Recs, and open client questions. Check the selected basis and dates, investigate differences, and keep unresolved work visible.
There is no separate month-end close worksheet or report-readiness gate. Statement coverage and reconciliation support review; neither certifies that every transaction that should exist has been entered.
The Former Period Lock
Ordinary date-based Period Lock controls have been retired. There is no suggested lock date to apply in company Settings. This article keeps the old help URL so earlier links still lead to current guidance.
Closed fiscal years remain protected. Changing books inside one requires the supported fiscal-year reopen operation with explicit authorization. Finishing a bank reconciliation or downloading a report does not close a fiscal year.
Correct Or Share The Books
Use the source workflow to correct a posting and review its effect on reports and reconciliation. For the year-end package, see Year-end handoff. For recurring owner delivery, see Monthly financial review packets.