Close the period cleanly and get the overview of the portfolio.

1. 1
   Check all bookings of the year; clarify open items (collection/dunning).
2. 2
   Review income statement & balance sheet per property in accounting.
3. 3
   Once everything has been checked: in the year bar of the journal, click “Close the year”. From then on this year is locked — posting, editing, reversing, deleting and importing are no longer possible, on every path, including posting from another tool.
4. 4
   If a correction is needed after all: explicitly lift the close, correct, close again. Who lifts it and when is recorded — closing is therefore not a one-way street, but neither is it undone unnoticed.
5. 5
   In reporting, analyse consolidated key figures, budget-vs-actual and multi-year trend.
6. 6
   Secure receipts for the archive (Compliance Pack for 10 years retention).