United KingdomAccounting & Finance

Month-End Close

Name: Month-End Close
Price: 71 USD

Close checklist, sign-off, lock-period gate and recurring calendar

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · Odoo 18.0, 19.0 & 20.0

Month-End Close

Close checklist, sign-off, lock-period gate and recurring calendar

Stop managing the close in spreadsheets and email. Define a reusable checklist template of close tasks — reconcile bank, accruals, depreciation, intercompany, review P&L — with assignees, sequencing and due-day offsets, then generate a close run for any period in one click. The run drives a workflow with reviewer sign-off and a lock-period gate, so a month cannot be closed until every required task is signed off.

Key Features

Reusable Templates

Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.

Task Workflow

Each task moves draft to in-progress to done, can be flagged as a blocker with a reason, and is reviewer signed-off with a recorded user and timestamp.

Period Lock Gate

A run cannot complete until all required tasks are signed off, and on completion it can set the company's lock date so no one posts into a closed month.

Recurring Calendar

A monthly cron opens the next close run automatically and assigns due dates, so the close starts on schedule without manual setup.

Live Dashboard

Per-run progress, done and signed-off counts, blocker counts and overdue flags give the controller a real-time view of where the close stands.

Accountability

Responsible and reviewer per task, sign-off audit and tracking on key fields make ownership and review trail explicit.

Screenshots

Generate Close Run

Close Runs

Close Tasks

Close Templates

Why Choose This Module

Build a checklist template with categorised tasks, default responsible and reviewer, required flags, sequencing and due-day offsets — ready to clone every month.