Closing a period

Work the checklist, set the closing date, and lock the past.

Accounting → Period close.

Work the checklist — reconciliations, sub-ledger tie-outs, accruals — then set the closing date.

What locking does: posting on or before the closing date is refused (ERR-ACC-004) unless the user has books.close.override and supplies a reason. The permission alone is not enough — if you hold it, saving into a closed period asks you why, and the answer is what lands in the audit log. Without the permission the post is simply refused.

Find what changed after a close: Reports → Closing Date Exceptions lists anything posted into a closed period.

If your close-readiness meter is at 100%, this checklist is already satisfied.