How do I close the month?

Books → Close is the month-end checklist: the Review inbox cleared, bank lines matched, no stale invoice drafts, GST and TDS worked out, payroll in the books, and payables agreeing. Only the Review inbox and bank matching hold up locking the month; the rest is for you to check. Locking the month stops anything being posted to it.

Close: the month-end checklist, with what is done and what is pending

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