Close Cycle Time
Compare target and confirmed close dates by entity, with period-by-period trends.
Implementation
Pilot one close with verified data, decisions and connector outcomes.
Implementation phases
Phase 1 · Team and ERP.ai
Define the close scope
Identify entities, ledger periods, calendars, source systems, required work and assigned decision capacities.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type |
|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting |
Phase 2 · Team and ERP.ai
Configure the review rules
Set effective templates, dependencies, thresholds, test plans, segregation rules and exception policy. Retain reviewed configuration snapshots.
| Field | Type | Required | Definition / allowed values |
|---|---|---|---|
| ThresholdCode | text | Yes | — |
| Entity | text | Yes | — |
| L1Amount | decimal | Yes | Above this → Senior Accountant review |
| L2Amount | decimal | Yes | Above this → Controller review |
| ManualAlwaysReview | boolean | Yes | Default true |
| RecurringAlwaysReview | boolean | No | — |
| AdjustingAlwaysReview | boolean | Yes | — |
| EffectiveFrom | date | Yes | — |
| EffectiveTo | date | No | — |
| Active | boolean | Yes | — |
| Currency | text | Yes | Threshold currency; convert only using an explicit retained approved FX basis |
Phase 3 · Team and ERP.ai
Reconcile the source data
Load complete account balances, posted journal revisions and immutable evidence. Check entity, account, currency and cutoff mappings.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type |
|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting |
Phase 4 · Team and ERP.ai
Run the close pilot
Exercise tasks, reconciliation review, journal resolution, variance approval and control findings with authorized and rejected actions.
Phase 5 · Team and ERP.ai
Verify final outcomes
Test sign-off, failed and uncertain lock callbacks, confirmed locks, authorized reopen and relock. Retain the actual ledger responses.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type |
|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting |
Phase 6 · Team and ERP.ai
Release and monitor
Review the configured application, audit-pack generation, scoped sharing and operational support before extending to another period or entity.
Provide accounting-system access, existing close checklists, account mappings, source reports, test plans, retention requirements and named decision owners. Identify who approves exceptions and how the ledger confirms a posting lock. Use synthetic or explicitly authorized pilot data for implementation testing.
Use Proto to prepare a reviewable application change. Preserve historical source identities and certified evidence. Effective configuration changes apply prospectively; material in-cycle changes require the defined authorizations, a revised evidence basis and affected decisions again. Existing locks and audit packs remain available.
1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
3
ReleaseMerged into your workspace. Every user gets it.