How do I close the books using Occupier?

Step 1- Navigate to the Close Books dashboard on Occupier

Step 2- Select which period you wish to close using the "Close through period" dropdown menu.

Step 3- Once a fiscal period is selected select "Get Started" on which entity's books you would like to close.

Step 4- Once in the "Get Started" screen work your way through the four tabs to ensure that items such as FX are accurately input, etc. Once completed select "Close & Lock Entries."

Once this is done, it will lock that period's entries within Occupier and update the Trial Balance within Occupier.