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Month-end close
Pick the month and see what’s left: unmatched bank lines, unreconciled accounts, draft invoices and bills, receipts not yet posted, claims and approvals waiting, depreciation and payroll, and whether the trial balance balances. Fix each one from its link, tick off your own checklist, and close. The month is locked so its reports stop changing.
Bank lines, reconciliations, drafts, receipts, claims, approvals, depreciation, payroll and the trial balance, checked for the month.
Open the exact list that needs attention, sort it, and come back to see the check go green.
Supplier statements, customer balances, accruals and stock: ticked items are kept with the close record.
Nothing more can be posted into a closed month, so the reports you sent stay true.
Corrections happen. Reopening needs the password confirmed and a reason, and both are recorded.
The next month to close is suggested for you, and earlier open months are flagged.
A good close is a routine: find what’s missing, fix it, review, lock. Zivobooks runs the checks from your own books, shows profit and loss for the month alongside, and keeps a record of who closed it, when, what was ticked and any reason for closing with an open item.
Can’t find what you’re looking for? Ask us directly, and a person will answer.
Yes, but you have to say why. The reason is kept with the close record, so anyone looking later knows.
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