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Close the month: a practice checklist

Use Client Portal to identify client-level warning signals, then switch into each client for reconciliation and period close.

For each client:

  1. Review bank sync age, uncategorized count, overdue balances, and pending entries.
  2. Complete reconciliation and resolve discrepancies.
  3. Run close validation and review the evidence.
  4. Close the period in that client’s tenant.
  5. Record any practice context in Client Portal Notes.

The current product has no cross-client monthly-close board and no batch close operation. inblack_close_period and inblack_validate_pre_close act on the active tenant only. Closing multiple clients is a sequential workflow.