Close Cycle Time
Compare target and confirmed close dates by entity, with period-by-period trends.
Close planning · View preview
Reports and analytics
Follow close readiness and inspect the evidence behind the result.
Task Completion Burndown
Follow completed, submitted, blocked and remaining work, with drill-through to assignments and authorized exceptions.
Task management · View preview
Reconciliation Coverage & Aging
Find uncertified accounts, signed unexplained differences and timing items awaiting clearance.
Reconciliations · View preview
JE Review Audit Log
Trace each source entry revision through its assigned reviewer, decision and verified correction or reversal.
Journal and variance review · View preview
Flux Analysis Pack
Read account movements and approved explanations against retained source snapshots, with supporting journal detail.
Journal and variance review · View preview
SOX Control Effectiveness
Compare the required test population with recorded conclusions and outstanding deficiency follow-up.
Control testing · View preview
Period Audit Pack
Preserve the approved close evidence, signatures and confirmed ledger outcome in an immutable, scoped review packet.
Sign-off and audit · View preview
Open Issues by Severity
Find unresolved close issues by severity, source, owner and age, with their actual blocking impact.
Journal and variance review · View preview
No reports are assigned to this role. Select Everyone to see all reports.
Close progress
Close Cycle Time
Compare the target date with the actual confirmed ledger lock, keeping entities and close periods separate.
not Locked
- CC-1608: CP-55279, 15 Sep to 21 Sep, NotStarted
- CC-3963: CP-41570, 12 Sep to 20 Sep, InProgress
- CC-9851: CP-24149, 24 Sep to 01 Oct, Reviewed
- CC-8589: CP-14873, 16 Sep to 18 Sep, LockPending
- CC-2301: CP-64563, 24 Sep to 26 Sep, LockFailed
- CC-8538: CP-97418, 09 Sep to 12 Sep, ReopenPending
Task Completion Burndown
Follow required and optional task statuses with drill-through to assignments and exceptions.
YouStatusNotStartedInProgressSubmittedBlocked
| Task Code | Close Period | Name | Category | Due Date | Status |
|---|---|---|---|---|---|
| TC-199 | CP-66563 | Task 460 | Cash | 29 Sep | NotStarted |
| TC-587 | CP-11438 | Task 694 | AR | 11 Sep | InProgress |
| TC-705 | CP-87825 | Task 657 | AP | 06 Sep | Submitted |
| TC-375 | CP-94439 | Task 550 | Inventory | 16 Sep | Blocked |
| TC-568 | CP-84543 | Task 624 | FixedAssets | 06 Sep | NotStarted |
| TC-606 | CP-65037 | Task 155 | Payroll | 19 Sep | InProgress |
Open Issues by Severity
Identify the owner, age and close impact of unresolved findings.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type | Prepared By |
|---|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted | ST |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual | LS |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring | MS |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing | KV |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting | BX |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting | UF |
Accounting review
Reconciliation Coverage & Aging
Inspect uncertified accounts and signed unexplained differences, with aging of retained timing items.
YouStatusNotStartedPreparedRejected
| Recon Number | Close Period | Account | Account Type | GLBalance | Subledger Balance |
|---|---|---|---|---|---|
| AR-89268 | CP-93039 | ACC-244 | Cash | 370 | 620 |
| AR-23802 | CP-32793 | ACC-292 | AR | 290 | 780 |
| AR-36625 | CP-81528 | ACC-211 | AP | 750 | 880 |
| AR-45120 | CP-76503 | ACC-787 | Inventory | 190 | 550 |
| AR-11265 | CP-46121 | ACC-287 | FixedAsset | 350 | 420 |
| AR-35823 | CP-48908 | ACC-819 | Accrual | 100 | 760 |
JE Review Audit Log
Follow the original entry revision through review and verified correction or reversal.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type | Prepared By |
|---|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted | ST |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual | LS |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring | MS |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing | KV |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting | BX |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting | UF |
Flux Analysis Pack
Read required explanations against their retained current and comparison-period source basis.
PendingReviewYou
| Review Number | Close Period | JEReference | JEDate | Type | Prepared By |
|---|---|---|---|---|---|
| JER-85549 | CP-69451 | JRF-316 | 16 Sep | AutoPosted | ST |
| JER-18721 | CP-49881 | JRF-403 | 18 Sep | Manual | LS |
| JER-38630 | CP-61111 | JRF-561 | 29 Sep | Recurring | MS |
| JER-81014 | CP-15489 | JRF-690 | 16 Sep | Reversing | KV |
| JER-47927 | CP-20211 | JRF-476 | 20 Sep | Adjusting | BX |
| JER-31853 | CP-24120 | JRF-818 | 20 Sep | Correcting | UF |
Controls and retained evidence
SOX Control Effectiveness
Report actual test populations, recorded conclusions and deficiency follow-up under the configured plan.
StatusScheduledInProgressnext 7 days
| Test Number | Control | Test Period Start | Test Period End | Tester | Status |
|---|---|---|---|---|---|
| ST-19885 | SXC-3128 | 26 Sep | 03 Oct | HU | Scheduled |
| ST-51352 | SXC-2257 | 11 Sep | 15 Sep | EP | InProgress |
| ST-43770 | SXC-6983 | 26 Sep | 02 Oct | AL | Scheduled |
| ST-91471 | SXC-8157 | 09 Sep | 13 Sep | DR | InProgress |
| ST-10315 | SXC-4243 | 24 Sep | 24 Sep | WJ | Scheduled |
| ST-27767 | SXC-1811 | 06 Sep | 14 Sep | UC | InProgress |
Period Audit Pack
Retain the approved evidence manifest, representation, sign-offs and confirmed ledger lock as immutable artifacts.
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