close-month
Your month closed, forecast refreshed, packet ready.
What it does
Closes a month's books, refreshes the cash forecast from reconciled figures, and delivers a consolidated close packet.
When to use it
Use for a full month-end close, reconciliation, close-packet delivery, or an explanation of last month's revenue or margin changes.
How to use it
Ask for a month-end close; it reconciles the books, refreshes the forecast, and publishes the packet, saving to Drive or OneDrive by default.
Uses
Good to know
- cannot be undone: the accountant
What you need · 4
Requires a reachable, connected ledger in MYOB, NetSuite, QuickBooks, Xero, or Zoho Books; if two are connected, the owner must identify which holds the books.
Runs the complete reconciliation and close first; this is required for the chain and is also the direct route for reconciliation without forecasting or distribution.
Access · 4
This skill
the accountant
Sends the accountant your close packet (irreversible)
Drive
Saves your close packet to Drive