Check the active company, period and editing permission before any confirmation. Follow only steps applicable to the company's legal form and accounting regime.
Supporting documents
- The period's documents and list of transactions to finalize.
Completing and checking data
- Open ‘Control’ in the General Journal and check periods, mappings and entries for the active company.
- Check accounting periods and rules before preparing sources.
- Finalise sources and drafts, then check posted entries and any reversals. Compare record counts only for the same period and filters.
You know what must be finalized before using the ledger for closing and returns.
Official sources for this activity
Checked on 10 September 2026. Apply the rules for the period and the company's legal form.
Related resources
Practical example
A document is approved, but its draft entry is unposted and a mapping is missing. In Control, identify incomplete stages and open the named pages. Correct the mapping and check the entry before using the report in a declaration.
Frequently asked questions and solutions
The summary entry count differs from the open list.
Compare the interval, status and list filters with the summary's scope. Open the corresponding page to identify entries requiring work.
The entry is balanced, but the amount is in the wrong account. How should I check?
Compare the supporting document, partner and debit and credit accounts, including subaccounts. Debit-credit equality checks balance rather than classification. Correct a draft before posting; for a posted entry, check reversal and reposting and its link to the original.