Overview
The Finance workspace is the starting point for preparing and reviewing a reporting period. Open Finance from the Workspace section of the main menu, alongside Assistant, Documents and Email inbox. The landing page keeps the two close tools together and provides shortcuts to the records that support the close.Choose a close tool
Select Close when you want a live view of the current period. It brings together readiness checks, open work and reporting activity so you can see where attention is needed. Select Close workpaper when you need a controlled record of the close. Use it to assign a preparer and reviewer, record sign-offs, manage evidence, hand off adjusting journals and lock the period. The landing page shows the current readiness count for Close and the status of the latest Close workpaper, helping you decide where to continue.Open supporting finance tools
The Finance workspace also links to the source areas commonly used during a close:- Reconciliations for comparing statements, holdings and transactions.
- Tax workpapers for reviewing tax positions and supporting evidence.
- Report packs for preparing final management and reviewer reports.
- Transactions for reviewing activity in the selected period.