Library · By area
The Close
Month-end close
Accruals in, accounts reconciled, period signed off.
Also known as record-to-report (R2R), the period-end close.
A workflow is one whole job, start to finish, such as invoice processing. A use case is one improvement inside a workflow.
Stages in The Close
Where a workflow page covers a stage, it opens from here.
- Subledger close and accrualsMonth-end close, steps 1 to 2
- Reconcile accountsMonth-end close, step 3
- Review and sign-offMonth-end close, steps 4 to 6
Pick one workflow, get the playbook
Choose the area that slows you down. We show the use cases that fit.