Close the month

Pick the month in the period picker. The tiles show how many automatic checks passed, how many failed and how many manual items are left.

Automatic checks, such as the trial balance being balanced and every journal entry being posted, compute live from your books. Manual items are yours to tick once you have verified them outside Nexus.

Sample data

Press Generate AI summary for a plain-language summary of what is still open for the month, shown above the checklist. It reads your books and writes; it changes nothing.

Open a failing item and clear its cause: post the drafts still waiting, reconcile your payouts, price any unpriced SKUs. Close stays blocked while an automatic check fails.

Press Close period. Every entry in the period becomes locked. A new entry in a closed period needs an adjustment flag and an administrator.

Reopening is for administrators only and is recorded in the audit log.