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Accounting and Close

Control journals, posting periods, opening balances, and revenue recognition.

Accounting and period close: end-to-end

Review source transactions, reconcile balances, and complete an accounting period close.

Prepare controlled journals with balanced account lines and source information.

Save supported recurring transaction patterns and generate new drafts.

Generate periods, maintain their checklist, and govern locks, closing, and reopening.

Upload, review, and confirm opening balances with tracked journal links.

Preview and post supported foreign-currency revaluation with linked journals.

Review and post eligible policy-driven revenue without losing order, invoice, or shipment lineage.