About Close books overview

Close books overview is part of Close Assistant. Use this page to see, at a glance, the most recent closed period in each of your organization's entities. Depending on your organization's subscriptions, this page lists the closed-through date for the following applications:

  • Accounts Payable

  • Accounts Receivable

  • Cash Management

  • General Ledger

Subscription

Sage Intacct Close Automation

Regional availability

All regions
User type

Business
Permissions

Company

Entities: List
Dependencies Close Assistant must be enabled. See Set up Close Assistant.

To access the Closed books overview page, run Copilot Close Assistant, and select View closed books overview.

Regional availability

Close books overview is available in all regions.