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Close Accounting Periods

Close Accounting Periods

Purpose and when to use this screen

PublicationComplete end-of-day, end-of-month, and end-of-year close work in progress.the correct order.

Close a work period

Brisk Close Accounting Periods day screen displayed with fictional documentation-demo data.
The Close Accounting Periods day screen in the Brisk documentation demo.

Review the work-period totals and unresolved over/short activity before completing the day-level close.

Close a month

Brisk Close Accounting Periods month screen displayed with fictional documentation-demo data.
The Close Accounting Periods month screen in the Brisk documentation demo.

Confirm daily work is complete and review the month controls before closing the accounting month.

Close a year

Brisk Close Accounting Periods year screen displayed with fictional documentation-demo data.
The Close Accounting Periods year screen in the Brisk documentation demo.

Complete all required month-end work and review year-end balances before closing the accounting year.

Working safely and effectively

Closing a period can restrict or change later posting behavior. Correct exceptions first and follow the organization's approval process.

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