Docs

Period Closing

User guide for Period Closing in the Numezis company portal.

Close accounting periods and run year-end routines with checks before locking the ledger.

Where in the app

  • /c/companies/:companyId/accounting/closing

Step-by-step

  1. Open Accounting → Closing.
  2. Run pre-close validations (open items, depreciation, VAT).
  3. Execute period close for the selected range.
  4. Review the closing report and lock the period.

Permissions and modules

Requires Closing module and accounting admin permissions.

Country and compliance

Country-specific closing steps apply (CH/DE/FR/IT packs).

Feature coverage

KeyTitleRiskUAT
accounting.period-closingPeriod and Year-End ClosinghighUAT-C-ACCT-CLOSE-001