Running the month-end close on the server, and soft close

Close Runs runs the CLOSE-MONTH job set step by step, stops on the first failure with its reason and resumes from there; a soft-closed period accepts postings only from the roles you name.

1. Open Accounting, Finance Automation, Close Runs, and press Run the close. Give the period (YYYY-MM); tick Rehearse only to see what each step would do without changing anything.
2. The steps run in order: release stale commitments, goods received not invoiced, recurring entries, currency revaluation, depreciation, work in progress, intercompany reconciliation, consolidation, aging, the readiness check and the soft close.
3. If a step fails the run stops there and says why. Deal with the reason and press Resume: the steps already done are not run again.

Soft close (Fiscal Periods, Soft close, or the last step of the run): the period's books are done, and only the roles named in Finance Automation Settings (the Financial Controller by default) may still post into it; anybody else is told who may. The administrator always may. Open again returns it to everyone; Close period is the hard close, as before, from open or soft-closed.