Guide · Close
How to prepare month-end close with fewer emergencies.
Month-end close should not start by asking which invoices are missing. That list should stay alive all month.
Weeks 1-3: capture purchases without invoices
Every relevant transaction should become a request or be deliberately dismissed.
Final week: critical reminders
Prioritize suppliers and amounts with accounting impact.
Close day: evidence and exceptions
Know what was requested, what did not arrive, and what remains in review.
Factu
Before closing
- Open requests reviewed.
- Final reminders sent.
- Received invoices validated or flagged.
- Pending items documented.
Make close a review, not a search.
Factu keeps request and document states ready for closing.