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Verify and lock

Four checks prove the month is right. The lock makes it final.

49 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Open 4 — Verify & lock and pick the period.
  2. Four checks run live from the books: Cash ties, Nothing unfiled, Clearing is empty — and a To-do list that never blocks.
  3. A failing check says what is wrong and links to the place you fix it.
  4. Fix it at the source — or type the reason it is fine. Your reason is written into the close, as part of the record.
  5. Press Lock. A locked month cannot be edited quietly: a change needs a new entry, with your name on it.
  6. Verify & lock works on ONE company at a time. To see every company at once, open the Close board from your firm menu.

What the video says

Every word, written out

Verify and lock. Step four. This checklist certifies one company, for one period.

Four checks run live from the books. Cash ties to the bank statements. Nothing is left unfiled. Every clearing account is empty. And a to-do list that never blocks.

A failing check says what is wrong, and links to the place you fix it.

Fix it at the source. Or type the reason it is fine. Your reason is written into the close, as part of the record.

Then press Lock. A locked month cannot be changed quietly. A change needs a new entry, with your name on it.

Verify and lock works on one company at a time. To see every company at once, open the Close board from your firm menu.

Keep going

Reports Profit & loss, balance sheet, cash flows and the workpapers — straight from the ledger. Watch 0:49 Owner's money For a business that runs on the owner's own card, Zelle or cash. Watch 0:43 Import a statement Drop a statement file. LedgerDock reads it and checks its own math. Watch 0:56

Try it on your own books. One set of books is free.

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