Surfaces
Finance Close and Assurance
Review readiness, resolve exceptions, sign off, lock a period, and perform controlled reopen corrections.
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Readiness view
The route shows period/currency, current state, cutoff/timezone, checklist completion, reconciliation coverage, unmatched/variance counts, trial balance/summary, evidence state, assigned owners, exceptions, sign-offs, and last close/reopen receipt. Filters cover period, state, owner, exception type, evidence, and currency.
Close sequence
- Finish statement reconciliation and verify the same-cutoff trial balance.
- Resolve or explicitly assign every blocker and attach required evidence.
- Obtain required independent sign-offs.
- Review impact and submit close once.
- Confirm the canonical locked state and that ordinary posting is rejected.
Close is transactional: an unresolved prerequisite, non-zero prohibited variance, stale version, missing sign-off/evidence, maker-checker conflict, or active posting job prevents the lock. A closed period is not edited.
Reopen and recovery
Reopen requires capability, explicit reason, current version, recent authentication when policy requires it, and audit receipt. Perform the correction through normal balanced journal/domain commands, repeat reconciliation/readiness, and re-close. Escalate any posting accepted while locked or any close state lacking its audit receipt.