Month-End Close
Close checklist, sign-off, lock-period gate and recurring calendar
Stop managing the close in spreadsheets and email. Define a reusable checklist template of close tasks — reconcile bank, accruals, depreciation, intercompany, review P&L — with assignees, sequencing and due-day offsets, then generate a close run for any period in one click. The run drives a workflow with reviewer sign-off and a lock-period gate, so a month cannot be closed until every required task is signed off.
Key Features
Reusable Templates
Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.
Task Workflow
Each task moves draft to in-progress to done, can be flagged as a blocker with a reason, and is reviewer signed-off with a recorded user and timestamp.
Period Lock Gate
A run cannot complete until all required tasks are signed off, and on completion it can set the company's lock date so no one posts into a closed month.
Recurring Calendar
A monthly cron opens the next close run automatically and assigns due dates, so the close starts on schedule without manual setup.
Live Dashboard
Per-run progress, done and signed-off counts, blocker counts and overdue flags give the controller a real-time view of where the close stands.
Accountability
Responsible and reviewer per task, sign-off audit and tracking on key fields make ownership and review trail explicit.
Screenshots
Generate Close Run
Close Runs
Close Tasks
Close Templates
Why Choose This Module
Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.com
Update date: 2026-07-02