Rian Books training · Period close
Prepare and Lock a VAT Close in Rian Books
Generate working figures, build the close pack, record review, lock the period and prepare the export.
What you will take away: Move from working figures to a controlled handoff.
In this 1:49 lesson
00:23 — Generate working figures
Build the period figures from posted entries under the organisation's recorded VAT setup.
00:39 — Build the close pack
Keep the supporting source lines, exceptions and review notes with the totals.
01:09 — Lock after review
Record authorised review before locking and exporting the controlled working pack.