All updates
21 Jul 2026
Close one client at a time
Close Checks now has the same Portfolio selector as the other reports. Choose a portfolio and the whole run is limited to it: the expected journals, the posted and not-posted reconciliation, the data-quality checks, and the Mark as posted and Unmark actions.
This is built for closing one entity at a time. If you are an accountancy practice, each client company lives in its own portfolio, so you can now answer "is this client ready to close?" without other clients' leases affecting the verdict. Leave the selector on All portfolios to check your whole register at once, exactly as before.