Close readiness probe
One of the automated integrity checks a close runs: trial balance foots, no uncategorized lines, clearing accounts at zero, no gaps in statements.
In Solo Superstars
Probes are the same list the Bookkeeping audit page runs on demand. Year end adds year-scope probes such as every month closed and the roll-forward check.
Example
Probe "receivables match ledger": sum of unpaid invoices 6,400 = 1100 balance 6,400 → pass.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- integrity check
- close check
Related
- Bookkeeping audit — A checklist of integrity probes over your books: uncategorized lines, clearing balances, unbalanced periods, stale receivables.
- Close exception — Something that blocks a monthly close: an uncategorized transaction, an unreconciled statement, an unbalanced clearing account.
- Trial balance — A list of every ledger account with its debit or credit total for a date range. The two grand totals must match.
- Year-end close — Closing the fiscal year: zeroing revenue and expense accounts into retained earnings, rolling owner draws into equity, and locking the year.