financial-close-review

Review a Briefcase client's period close. Check the working paper for what is left to clear and which balance sheet accounts are reconciled and signed off, then review and maintain prepayments, deferred income, accruals and fixed asset depreciation with the close trackers, drafting schedules and adjustments and publishing them with a preview first. Use when the user asks about month-end, year-end, whether a period is ready to close, reconciliation or sign-off status, prepayment or accrual schedules, depreciation, or what is left to post for a period.