Completion sign-off locks a consolidation period, secures the audit trail, and ensures reports follow the correct frequency rules.
Completion Workflow
1. Check status
Grey = editable / incomplete
Green ✓ = completed & locked
Yellow = informational notice (e.g., quarter-level completion while months remain open)
Use the period list (monthly/quarterly/annual) to see which periods are open or closed before taking action.
2. Initiate completion
Open the action menu (three dots) for the chosen period.
Select Mark as Completed.
3. Execute sign-off
Confirm the action.
The system locks the period and records the approver + timestamp.
Status turns Green ✓ and no new journals can be posted (unless permissions allow exceptions).
4. If you need to reverse
Select Mark as Incomplete (if permissions allow).
This reopens the period and removes the lock.
The audit log retains both the original sign-off and the reversal.
What Changes Immediately
What Changes Immediately
Journals – No new entries can be created in closed periods.
Audit Trail – Timestamp and user signature added.
Reports – Completion status shown in headers and footnotes.
Frequency Logic & Cascading
Frequency Logic & Cascading
Cascading rules:
Monthly → Quarterly: Completing 3 consecutive months auto-completes the quarter.
Monthly → Semi-Annual: Completing 6 consecutive months auto-completes the half-year.
Monthly → Annual: Completing 12 consecutive months auto-completes the year.
Quarterly → Annual: Completing 4 quarters auto-completes the year.
Higher → Lower: Marking a quarter complete does not auto-close its months (they remain editable).
Lower → Higher: Completing all underlying months auto-closes the quarter/half/year.
Example:
Jan–Mar completed individually → Q1 auto-completed.
Apr–Jun not yet complete → H1 and Year remain open.
Mixed frequency scenarios:
Monthly-first: Complete Jan, Feb, Mar → system auto-marks Q1 complete (months show green).
Quarterly-first: Mark Q2 complete → Q2 locks, but Apr/May/Jun may remain editable.
Switching frequency: If a quarter was completed under quarterly view, switching later to monthly view keeps that quarter locked while months retain their previous status until explicitly completed.
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