{"id":11918,"date":"2025-06-25T10:19:27","date_gmt":"2025-06-25T08:19:27","guid":{"rendered":"https:\/\/www.sysfinpro.com\/?p=11918"},"modified":"2025-06-25T10:19:27","modified_gmt":"2025-06-25T08:19:27","slug":"kb20230000-01-best-practice-processes-for-month-end","status":"publish","type":"post","link":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/","title":{"rendered":"KB20230000\/01: Best Practice Processes for Month End"},"content":{"rendered":"\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-palette-color-2-color has-text-color has-large-font-size\"><strong>Month-end:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Ensure all entries related to that Ensure each team\/area knows their deadline date and time.<\/li>\n\n\n\n<li class=\"has-medium-font-size\">With some systems like Sage X3, you can close each entry type when all those entries have been processed for that month, and in the order of their sequence and then only close the entire period.\n<ul class=\"wp-block-list\">\n<li class=\"has-medium-font-size\">Stock receipts and deliveries<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Customer invoices<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Supplier invoices<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Cashbook receipts and payments<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Depreciation entries<\/li>\n\n\n\n<li class=\"has-medium-font-size\">General Ledger transactions (corrections, accruals, payroll, depreciation)<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li class=\"has-medium-font-size\">Ensure the month is closed in totality once completed. Posting entries back to previous months by accident causes re-work and corrections to be made.<\/li>\n<\/ul>\n\n\n\n<div style=\"height:100px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Month-end:<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"qubely_global_settings":"","qubely_interactions":"","footnotes":""},"categories":[51,79],"tags":[],"class_list":["post-11918","post","type-post","status-publish","format-standard","hentry","category-erp","category-general-erp"],"blocksy_meta":[],"qubely_featured_image_url":null,"qubely_author":{"display_name":"SysFinPro","author_link":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"qubely_comment":0,"qubely_category":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a> <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/general-erp\/\" rel=\"category tag\">General ERP<\/a>","qubely_excerpt":"Month-end:","featured_image_urls_v2":{"full":"","thumbnail":"","medium":"","medium_large":"","large":"","1536x1536":"","2048x2048":"","qubely_landscape":"","qubely_portrait":"","qubely_thumbnail":""},"post_excerpt_stackable_v2":"<p>Month-end: Ensure all entries related to that Ensure each team\/area knows their deadline date and time. With some systems like Sage X3, you can close each entry type when all those entries have been processed for that month, and in the order of their sequence and then only close the entire period. Stock receipts and deliveries Customer invoices Supplier invoices Cashbook receipts and payments Depreciation entries General Ledger transactions (corrections, accruals, payroll, depreciation) Ensure the month is closed in totality once completed. Posting entries back to previous months by accident causes re-work and corrections to be made.<\/p>\n","category_list_v2":"<a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/\" rel=\"category tag\">ERP<\/a>, <a href=\"https:\/\/www.sysfinpro.com\/index.php\/category\/erp\/general-erp\/\" rel=\"category tag\">General ERP<\/a>","author_info_v2":{"name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"og:description\" content=\"Month-end:\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\" \/>\n<meta property=\"og:site_name\" content=\"SysFinPro (Pty) Ltd.\" \/>\n<meta property=\"article:published_time\" content=\"2025-06-25T08:19:27+00:00\" \/>\n<meta name=\"author\" content=\"SysFinPro\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"SysFinPro\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\"},\"author\":{\"name\":\"SysFinPro\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf\"},\"headline\":\"KB20230000\/01: Best Practice Processes for Month End\",\"datePublished\":\"2025-06-25T08:19:27+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\"},\"wordCount\":105,\"publisher\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#organization\"},\"articleSection\":[\"ERP\",\"General ERP\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\",\"url\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\",\"name\":\"KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.\",\"isPartOf\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#website\"},\"datePublished\":\"2025-06-25T08:19:27+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.sysfinpro.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"KB20230000\/01: Best Practice Processes for Month End\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.sysfinpro.com\/#website\",\"url\":\"https:\/\/www.sysfinpro.com\/\",\"name\":\"SysFinPro Solutions\",\"description\":\"Sage ERP and Payroll &amp; HR solutions\",\"publisher\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.sysfinpro.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.sysfinpro.com\/#organization\",\"name\":\"SysFinPro\",\"url\":\"https:\/\/www.sysfinpro.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Sysfinpro-logo.png\",\"contentUrl\":\"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Sysfinpro-logo.png\",\"width\":427,\"height\":377,\"caption\":\"SysFinPro\"},\"image\":{\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.linkedin.com\/company\/9342719\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf\",\"name\":\"SysFinPro\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.sysfinpro.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/ff7c55c1bd551c2847fc50c01d5475b963bb3dbb9e075fb0332adad88153aaa1?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/ff7c55c1bd551c2847fc50c01d5475b963bb3dbb9e075fb0332adad88153aaa1?s=96&d=mm&r=g\",\"caption\":\"SysFinPro\"},\"sameAs\":[\"https:\/\/www.sysfinpro.co.za\"],\"url\":\"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/","og_locale":"en_US","og_type":"article","og_title":"KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.","og_description":"Month-end:","og_url":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/","og_site_name":"SysFinPro (Pty) Ltd.","article_published_time":"2025-06-25T08:19:27+00:00","author":"SysFinPro","twitter_card":"summary_large_image","twitter_misc":{"Written by":"SysFinPro"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#article","isPartOf":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/"},"author":{"name":"SysFinPro","@id":"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf"},"headline":"KB20230000\/01: Best Practice Processes for Month End","datePublished":"2025-06-25T08:19:27+00:00","mainEntityOfPage":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/"},"wordCount":105,"publisher":{"@id":"https:\/\/www.sysfinpro.com\/#organization"},"articleSection":["ERP","General ERP"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/","url":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/","name":"KB20230000\/01: Best Practice Processes for Month End - SysFinPro (Pty) Ltd.","isPartOf":{"@id":"https:\/\/www.sysfinpro.com\/#website"},"datePublished":"2025-06-25T08:19:27+00:00","breadcrumb":{"@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.sysfinpro.com\/index.php\/kb20230000-01-best-practice-processes-for-month-end\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.sysfinpro.com\/"},{"@type":"ListItem","position":2,"name":"KB20230000\/01: Best Practice Processes for Month End"}]},{"@type":"WebSite","@id":"https:\/\/www.sysfinpro.com\/#website","url":"https:\/\/www.sysfinpro.com\/","name":"SysFinPro Solutions","description":"Sage ERP and Payroll &amp; HR solutions","publisher":{"@id":"https:\/\/www.sysfinpro.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.sysfinpro.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.sysfinpro.com\/#organization","name":"SysFinPro","url":"https:\/\/www.sysfinpro.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.sysfinpro.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Sysfinpro-logo.png","contentUrl":"https:\/\/www.sysfinpro.com\/wp-content\/uploads\/2020\/05\/Sysfinpro-logo.png","width":427,"height":377,"caption":"SysFinPro"},"image":{"@id":"https:\/\/www.sysfinpro.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/9342719"]},{"@type":"Person","@id":"https:\/\/www.sysfinpro.com\/#\/schema\/person\/2e025b2b8c92dacebddf94aae24231bf","name":"SysFinPro","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.sysfinpro.com\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/ff7c55c1bd551c2847fc50c01d5475b963bb3dbb9e075fb0332adad88153aaa1?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/ff7c55c1bd551c2847fc50c01d5475b963bb3dbb9e075fb0332adad88153aaa1?s=96&d=mm&r=g","caption":"SysFinPro"},"sameAs":["https:\/\/www.sysfinpro.co.za"],"url":"https:\/\/www.sysfinpro.com\/index.php\/author\/sysfinpro\/"}]}},"_links":{"self":[{"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/posts\/11918","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/comments?post=11918"}],"version-history":[{"count":1,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/posts\/11918\/revisions"}],"predecessor-version":[{"id":11919,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/posts\/11918\/revisions\/11919"}],"wp:attachment":[{"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/media?parent=11918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/categories?post=11918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sysfinpro.com\/index.php\/wp-json\/wp\/v2\/tags?post=11918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}