Your own month-end rules, enforced
Make Kinnow's month-end checks firm with your own rules, picked from ready-made templates, without writing code.
LiveWhat does Tenant-extensible close gates do? Your controller's policy becomes a system rule: a failed check stops the close, or goes to a named approver, even under deadline pressure.
How it works
Kinnow's 12 month-end checks can be extended. Admins pick from ready-made rule templates. Any readiness item, such as GST return prepared, TDS matched, stock posted or depreciation run, can become a hard stop, or an exception sent to a named approver. Another rule can require a signature whenever any check was waived.
If a check was never run, the rule blocks the close instead of passing it, because an empty checklist is not a clean one.
Step by step
- The controller picks a rule. In Admin, choose one of the ready-made month-end rules. There are seven: GSTR-1 prepared, GSTR-3B self-assessed, TDS 26Q matched, inventory valuation posted, depreciation run, "a hard check failed" and "a waived check needs a signature".
- The controller chooses how firm it is. Stop the close, or send it to a named approver.
- The accountant runs the pre-close. "Evaluate gates (pre-close)" runs all 12 checks and shows a result for each.
- Hard checks must pass. A failed hard check blocks the close. A failed soft check can be waived with a written reason by someone with finance admin permission, unless your rule says otherwise.
- The close is made. Closing blocks further postings to that month. The result of every check is saved to the period.
- Reopen and lock are controlled. Only a Controller can reopen, and must give a reason. Locking is final.
What you see on screen
- Close page. "Gates passed", "Hard failed" and "Can close: Yes or No", with buttons to Evaluate, Close period, Abandon pre-close, Reopen and Lock.
- The checklist. Each check with Passed, Failed or Waived, its reason and, for a waiver, the written reason.
- Close packet. The audit record of the close: the results the decision was made on, any check waived and why, and who closed, locked or reopened it. It says plainly if the checks were never run.
- What this period suggests tightening. Suggestions counted from that month's own entries. Nothing is changed by it.
The 12 month-end checks
Seven are hard and five are soft. Your rules can make a soft check firm. They cannot remove a check.
| Check | Type | What it asks |
|---|---|---|
| Trial balance ties | Hard | Debits equal credits for the month. |
| No journals waiting | Hard | No draft or pending-approval journals in the month. |
| Banks reconciled | Hard | Every active bank account is reconciled to or past month-end. |
| Receivables tie | Hard | Every receivable line is tied to a customer. |
| Payables tie | Hard | Every payable line is tied to a supplier. |
| Group balances net to zero | Hard | Balances between group companies net to zero. |
| Stock valuation posted | Hard | The stock valuation run is posted. Passes for a company that keeps no stock. |
| GSTR-1 prepared | Soft | The return has been prepared in Comply. |
| GSTR-3B self-assessed | Soft | The self-assessment is recorded. |
| TDS matched to 26Q | Soft | TDS deducted matches the 26Q preview. |
| Depreciation run | Soft | Depreciation is posted for all active assets. |
| Variance acceptable | Soft | The variance against budget is under 10 per cent, or has a comment. |
Who uses it
| Who | When | What they do |
|---|---|---|
| Accountant | Last working days of the month | Runs the checks and clears what fails. |
| Controller or finance head | At close | Sets the rules, approves waivers, closes, and is the only one who can reopen. |
| CA or auditor | At review | Reads the close packet. |
See your month-end rules in action. Tell us your close policy and we will set up the matching rule.
Ask about your close calendar. Tell us how long your close takes today and where it stalls.
Related
- Month-end close autopilot - the tasks that lead up to the close.
- Period-close check agent - the agent behind the checks.
- Statements that audit themselves - the self-checks on the reports.
- Account - the ledger and the close.
Questions
What is Tenant-extensible close gates in Kinnow?
Make Kinnow's month-end checks firm with your own rules, picked from ready-made templates, without writing code.
What changes for the business?
Your controller's policy becomes a system rule: a failed check stops the close, or goes to a named approver, even under deadline pressure.
Is it available today?
Yes, it is live.
Can I make a soft check mandatory for my company?
Yes. Pick the matching rule and set it to stop the close. The five soft checks can each be made firm this way. The seven hard checks are already firm.
Who can reopen a month that has been closed?
Only a Controller, and they must write a reason. Reopening is recorded on the period. Locking a month is final.
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