Period close: September 2026
Finish the checks, agree summaries to their detail, deal with the open estimate, sign off and lock. After the lock, changes go through an approved adjustment.
1. Close checklist, by owner
A check is ticked by its owner. Ticking here changes the page only; in production each tick would carry the user and time and appear in the audit log.
2. Summaries matched to their detail
Same scope, same date| Area | Summary | Summary figure | Detail | Detail total | Difference | Status |
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3. Estimate bridge
Company P&L| Step | Treatment at close | Status | Amount |
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4. Lock demonstration: try to edit a September entry
| Entry | What | Dated | Kind | Amount | State |
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| When | Who | Entry | Period state | Result | Reason shown to the user |
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5. Adjustment after the lock
| Request | Entry | Change | Route | Reason | Status |
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Adjustment history
| Adjustment | Period | Entry | Before | After | Why | Requested by | Approved by | When | How it was posted |
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The original entry is never overwritten: the history keeps who asked, who approved, when, why, and the amount before and after.
Sign-off and lock
Who does what at close
All roles| Role | May edit while open | Lock | Request | Approve |
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Static in the prototype: the page checks the role you pick, not a signed-in user.