## Goal

Close each monthly period with consistent data across operations, billing, and fiscal reporting.

## Closing checklist

<Steps>
  <Step title="1) Clear pending items">Resolve documents in incomplete, blocked, or retry states.</Step>
  <Step title="2) Reconcile">Compare totals for issued, paid, and canceled documents against financial sources.</Step>
  <Step title="3) Preserve evidence">Archive exports and reports required for future audits.</Step>
  <Step title="4) Approve">Obtain finance owner validation before officially closing the period.</Step>
</Steps>

## Minimum indicators

- Total difference = 0 or documented justification.
- No critical documents in unknown state.
- Relevant audit trail available and reviewable.

<Tip title="Recommended ritual">Schedule technical close on first business day and finance sign-off on second business day.</Tip>