Why is Close period unavailable?

Every step must be complete before the period can close. The board shows how many are still open. Close team seats work assigned steps; a person with access to run the whole close closes the period.

Can I correct a closed period?

Yes. A person with access to run the whole close can select the closed period and choose Reopen on the board. Steps are read-only while the period is closed.

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Running a month-end close

Use FinReadi Close to organize a period into assigned steps, attach supporting documents, and track preparation and review from the first task through sign-off.

Steps

Open Close. If the plan chooser appears, choose a FinReadi Close plan before starting.
Open Template. Review the steps, due dates, preparers, reviewers, account mappings, and Start day of month, then choose Save template. Ask an admin or Close lead if you do not have setup access.
Return to Close. Choose the month under Period to start and select Start close. Existing runs are listed in the Period selector.
With connected books, choose Fill balances from QuickBooks or the connected provider shown. Without connected books, use Import trial balance when offered and select an Excel or CSV export.
Open each step to review figures, attach support, and explain differences or flagged variances. The preparer chooses Mark prepared when the work is ready.
Have a different reviewer check the work and choose Review and sign off. When every step is complete, choose Close period on the board.

Questions and answers

Why is Close period unavailable?: Every step must be complete before the period can close. The board shows how many are still open. Close team seats work assigned steps; a person with access to run the whole close closes the period.
Can I correct a closed period?: Yes. A person with access to run the whole close can select the closed period and choose Reopen on the board. Steps are read-only while the period is closed.