Once a month has concluded, you will be able to officially start the "month close" process, which is as follows.

Review the open month:

Navigate to Accounting > Payments Section and select the open month from the dropdown.
- This will calculate payments using all recent (new) conversion transactions
- You may export the list to compare with any other data points.
Make any necessary conversion edits/adjustments
- A month in an open state will accept conversion additions/modification. If any values are missing data you can manually add them via our CSV uploader, or the Manage Conversions section.
- Accounting adjustment will be allowed in the entire "month close process" so these do not need to be final.

Start Closing the month

Once you have verified the individual monthly payments are correct, you may start the "Locking" process by clicking the "Close Month". When closing a month you will be shown all monthly settings that are currently set, if you would like to change your settings before closing the month hover over the "Monthly Settings" row, this will reveal a text box with a hyperlink to the monthly settings. Once you are set with the monthly settings hit "ok" and your month will be locked.

Note: Once a month is "Locked" it will not accept any conversion/transaction modifications used in it's calculations (excluding payment adjustments)

You may now begin making decisions on individual payments for your payees. An Admin may mark any line item as either Paid or Rolled Over.
- Paid - this status is intended to be selected once your accounting team has "paid" the user.
- Rollover - any item marked as Rolled Over will be added to the next month (when that month is concluded). Items given a Rollover status are typically done so because either the amount doesn't meet your companies minimum payment threshold or the value is in contention and will be settled at a later time.
  When rolling over a payment, the amount rolled over will not be recalculated if ringfencing logic changed from its current month to the next.
You may add comments to any items prior to marking them as paid/rolled over.
- Internal comments will only be viewable to your teams admin users.
- External comments are notes that the "payee" will see, as to explain adjustments or invoice #s, etc.

Once all items are verified and have been marked as either paid or rolled over, you may technically "Close" the month. No more adjustments, edits, or comments will be able to be made after this point. To do this, click the "Close Month" Button.