Schedule the Next Close

Last updated: July 29, 2026

Make the close recur — and do it in the one place it actually lives. A recurring close is not configured in a settings page; it is set at the moment you complete a close. When you finish this period, the completion dialog asks what happens next: start the next one now, schedule it for a date, or simply stop. This how-to is that choice — most people go looking for it in settings.

1. Open the Complete-close dialog

It opens from the close header's Complete close — available only once every item is approved — or from the summary ribbon's Complete this close →. Building the export pack and the completion mechanics are in Complete and Export a Close.

The close header carries Export and Complete close; Complete close opens the dialog once every item is approved

2. Pick what happens next period — the three modes

  • Complete & start next now (the default) — completes this close and immediately stands up the next period.

  • Complete & schedule — sets a Kick off at date and time; the next close auto-starts then, recurring each period without a manual re-setup.

  • Just complete this close — ends the cycle with no successor.

The primary button relabels to match the mode you pick.

3. Set the next period's dates and its team

For start or schedule, the dialog exposes the next period's date fields and an assignee picker and validates them before anything fires — an invalid kick-off time blocks submit. The next close is scheduled and staffed in the same step.

4. Know what carries over

Starting or scheduling the next close carries this close over as its source: the next period's unbound working papers re-resolve from this close's output — your edited workpapers — not from the original template draft. So the next close starts from where you actually left off, not from a blank template.

Scheduling the first close — and cancelling one

The Start-close dialog offers the same choice for a close's first run: Start now, or Schedule for a later date with a Kick off at time.

Scheduling a close at start — Kick off at sets when it runs

A scheduled close waits under Active closes → Scheduled until its kick-off time.

A scheduled close waiting in Active closes → Scheduled

To cancel one, use its delete action — deleting a close is permanent and cancels any in-flight items.

Deleting a close asks for confirmation — it cannot be undone

Next steps

Good to know

  • There is no "recurring closes" settings screen. Scheduling the next close is a mode inside the Complete-close dialog, not a separate configuration page. If you are hunting for where to make a close repeat every month, this is it.