Close History
Updated over a week ago

How to view the history of all the closes

You'll see a tab named Close History in Close Mode, which displays the list of all the closes, whether finalized or running closes. You can also quickly filter by the statuses.


View the log of specific Close

We maintain a log of all the changes done to the close statuses and changes in the close due date. When you click on the three dots against each close row, you will see an option of 'View Log.' Click to view the log.


How to delete the Close

To delete any Close, click on the Three Dots next to each close period, and you'll see an option to delete.

Deleting any close will also delete all the closing To-do, GL Recs, Review Notes, and working files associated with it, and this action can't be reversed.

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