Close a period

A period is an accounting window (e.g. “Mai 2026”) with a defined start and end date. On the Periods page (/periods) you create periods, track their close readiness, and close them through the gated close wizard.

The lifecycle

1. Create — enter a label, start and end date, and click Create period.
2. Upload — upload the period’s source files.
3. Auto-reconcile — reconciliation runs automatically after each upload.
4. Resolve exceptions — work through all open exceptions.
5. Close — via the close wizard (below).
6. Hand off — send the handoff pack to the tax advisor.

Period cards and close readiness

Each period appears as a card with a status badge (OPEN or CLOSED). For open periods, a pill shows close readiness: either Ready to close or the number of checks passed (e.g. “2/3”). Clicking the pill opens the detailed checklist.

The label can be renamed inline on open periods. Closed periods are read-only.

The close wizard

Closing a period is irreversible, so it runs exclusively through the gated close wizard. Clicking Close opens it; it checks all three gates before the typed confirmation becomes available:

Gate	Requirement
Zero open exceptions	No open exception may remain.
≥ 95 % match coverage	At least 95 % of orders must be matched.
Four-eyes principle	The person closing must be different from the one who created the period.

Four-eyes needs two people

For a close to be possible at all, at least two team members must have access. If only one person has invited your firm into KanzleiSynchron, they cannot close a period they created themselves.

Once all gates pass, type the period label to enable the Confirm close button. Only then is the close executed server-side. If the typed text does not match the label, the button stays disabled.

Closing several periods at once

If several open periods exist, you can select them via Select all open and run the close as a bulk action. Each close passes through the same gates; individual failures are reported separately.

When the close is blocked

If a gate stays red, the wizard shows which one before confirmation:

• Open exceptions → go to exceptions and resolve them.
• Coverage below 95 % → upload and reconcile the missing counterpart sources.
• Four-eyes → a second team member must close (Manage team).

Next step

After the close, continue to the handoff to the tax advisor.