Period Close Readiness & Financial Checklist

You need the “View accounting settings” permission to inspect posting readiness. Period-close readiness is a separate checklist under Accounting → Periods.

1. 1
   Open Accounting Settings and review the base currency and required control-account mappings.
2. 2
   Run the readiness view. Resolve each missing account or incompatible configuration in the relevant settings page.
3. 3
   Open each missing mapping named by the readiness panel and select an active account of the correct type.
4. 4
   Preview a representative invoice, bill, receipt, and shipment after the mappings are saved.
5. 5
   For month end, open the specific period's close checklist. Locking and closing use different blocking checks; resolve each item shown before changing the period status.

A readiness indicator can highlight missing setup, while a transaction preview shows the actual accounts used.

The Accounting Readiness Score shows the share of configured financial capabilities and flags checks that need attention. A full score means the displayed settings checks passed; it does not post documents or reconcile balances for you.

WARNING: Do not close a period solely because the account mapping check passes. Reconcile draft documents, bank activity and subledgers first.

Use the exact failing checklist item to locate the source record or setting.

If a selector is empty, return to Chart of Accounts and confirm the account type and active status.