Reconciliation and close readiness
The Reconciliation page summarizes close readiness across reconcilable accounts for a selected date range.
Read the page
Choose a period start and end date, then select Refresh. Summary tiles show total accounts, completed, in progress, not started, and the total unreconciled variance. The account table provides the underlying status and a route into the relevant bank-account reconciliation workflow.
The page also evaluates blocking close checks. Ready to Close appears only when the service reports the selected period can close without an override; otherwise the page shows Close Blocked and summarizes incomplete or failed checks.
Close controls
Users with the required permissions can:
- export a close packet;
- close an open, ready period after entering a reason;
- reopen a closed period after entering a reason.
The available buttons depend on permissions and current period status. See Period close and lock before changing period state.
This page uses Accounting GraphQL operations for periods, readiness, export, close, and reopen. The current MCP catalog does not contain the older get_reconciliation_readiness or list_accounting_periods names.