Period Audit Pack
Preserve the approved close evidence, signatures and confirmed ledger outcome in an immutable, scoped review packet.
Sign-off and audit
Keep final decisions separate from confirmed ledger locks.
PendingYou
- SGN-97479 CP-92405 3 d
- SGN-48190 CP-57959 in 8 d
- SGN-40899 CP-97000 in 9 d
- SGN-36835 CP-82362 in 10 d
- SGN-39590 CP-41079 today
SGN-97479
- ClosePeriod
- CP-92405
- RequiredRole
- SeniorAccountantReviewer
- AssignedAt
- 14 Sep
- ManagementRepresentation
- MR-22613
Sign the evidence that was reviewed
Pending Sign-offs shows the authenticated person’s assigned decisions. Every required signer acts against the same ClosePeriods revision and evidence manifest. Controller and CFO capacities use the separately assigned identities required by policy, even when they share a permission-family label. Representation text is company-approved and frozen with the signatures. A material input change invalidates the affected decisions and final manifest, so sign-off cannot authorize accounting work that was added afterwards.
Confirm the lock in the owning ledger
Ledger Lock Requests distinguishes Pending, Failed and Confirmed outcomes. A request carries its idempotency key and expected ledger revision. Only an authoritative matching response that the exact entity and period are Closed permits the close to become Locked. A timeout remains uncertain until checked; it does not justify another untracked request. Downstream consolidation receives a confirmed-lock event after audit-pack publication, rather than starting merely because a request row exists.
StatusPendingFailedConfirmed
| Lock Number | Close Period | Requested At | Status |
|---|---|---|---|
| PL-66470 | CP-73308 | 20 Sep | Pending |
| PL-94867 | CP-47475 | 06 Sep | Failed |
| PL-67241 | CP-76132 | 05 Sep | Confirmed |
| PL-73371 | CP-61528 | 16 Sep | Pending |
| PL-30655 | CP-65503 | 24 Sep | Failed |
| PL-41527 | CP-30104 | 15 Sep | Confirmed |
Preserve history when a correction needs reopening
Period Reopen Requests retains the reason, prior lock and separate Controller / CFO and Admin authorizations. The period becomes Reopened only after the ledger confirms Open. Keep the same period identity, increment the close revision and reprepare affected accounting evidence with renewed decisions. A later lock creates another retained record. ExternalAuditorGrants limits every evidence page, file and export to explicit entity-period scope, with expiry and revocation enforced on each access.
StatusPendingApprovalApprovedPendingLedgerFailed
| Reopen Number | Close Period | Prior Lock | Reason | Requested At |
|---|---|---|---|---|
| PRR-27775 | CP-96262 | PL-65278 | PendingApproval prr-974 | 25 Sep |
| PRR-24645 | CP-28033 | PL-48180 | Approved prr-281 | 12 Sep |
| PRR-14715 | CP-26527 | PL-52648 | PendingLedger prr-424 | 06 Sep |
| PRR-86105 | CP-68981 | PL-95794 | Failed prr-989 | 28 Sep |
| PRR-92978 | CP-46092 | PL-75609 | PendingApproval prr-662 | 09 Sep |
| PRR-51231 | CP-16996 | PL-60385 | Approved prr-712 | 15 Sep |
Rollout checks
Test a failed lock, a delayed callback, a duplicate request and a response for the wrong period. None may produce an unsupported Locked state or downstream event. Confirm a successful request, retain its audit pack, then exercise an authorized reopen and relock. Revoke an auditor grant and confirm that existing attachment and export links stop working while the retained source evidence remains intact.
Before rollout, agree the entity and period population, source-system ownership and the people assigned to each decision. Preserve existing accounting identifiers during migration and reconcile imported totals to the owning system. A preview on this website does not provision a live connector or grant a user financial authority. In Proto, configure the corresponding records and actions, test permitted and rejected operations through the API as well as the interface, and retain the implementation evidence before releasing the application.
Record the accepted pilot evidence with the exact configuration revision so subsequent changes can be compared to the behavior Finance reviewed.
Modules
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Close planning
Give every close a clear calendar, scope and owner.
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Task management
Keep close work, evidence and handoffs in one place.
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Reconciliations
Connect every account balance to evidence and independent review.
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Journal and variance review
Review accounting entries and explain the movements that matter.
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Control testing
Keep control tests, findings and follow-up connected to the close.
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Sign-off and audit
Keep final decisions separate from confirmed ledger locks.
Reports
All reportsRoles and permissions
Own financial review and final sign-off within assigned entities. Controller and CFO capacities have separately assigned authenticated signers where both are required.
Coordinate the close, resolve assignments and monitor readiness before requesting financial sign-off.
Prepare assigned reconciliations and independently review other assignments. Review journal entries within the effective threshold policy.
Prepare assigned close tasks and account reconciliations with supporting evidence.
Maintain the company control catalog and coordinate testing, independent review and deficiency follow-up.
Read the retained evidence independently. Concurrence is an explicitly scoped attestation, not management approval.
Read only explicitly granted entity-period evidence through an active, unexpired, unrevoked grant.
Related processes
Launch and run the close
Turn the close calendar into assigned, independently reviewed work.
5 stages · 1 approval
Review journals and variance
Resolve entry reviews and explain required balance movements.
4 stages · 2 approvals
Sign off, lock and reopen
Approve a stable close basis and verify the ledger outcome.
6 stages · 3 approvals