HOW-TO

How to close the month in accounts payable in CloudSuite Industrial

Short answer

In CloudSuite Industrial, enter and approve all voucher records dated in the month, accrue goods received, reconcile the A/P Aging Report to the ledger, then lock the period.

Last checked

Closing the month in AP means making sure every bill for the month is entered, approved and coded and the payables balance ties out.

The CloudSuite Industrial way

Where to find it: Posting to A/P Ledger Distribution Journal; G/L period close

  1. Post vouchers and payments
  2. Post to the A/P Ledger Distribution Journal
  3. Run the A/P reconciliation reports and close the period
  4. If Voucher Authorization is on, run the Voucher Authorization utility for the Matched or Failed vouchers you want to clear. It has Preview and Commit modes and sets postable vouchers to Authorized.
  5. Print and post vouchers, then post the A/P Distribution Journal. After posting you can add text to a line but any change needs the A/P Vouchers and Adjustments form.
  6. Check the General Ledger accounting periods. They only group transactions visually and you must keep the current period number up to date yourself.

Limits in CloudSuite Industrial

  • Detailed close checklist not read
  • Vouchers with a Failed authorization status are not posted.
  • Sites that report to a financial entity cannot run the Monthly Update or Quarterly Update. They can only do the Current Period Update.

Good to know in CloudSuite Industrial

  • Debit memos from purchasing must be raised in purchasing, using a DR Return on the Purchase Order Receiving form. Never enter a negative voucher as a debit memo.
  • Vouchers can be compared with the Vouchers Payable Report against the General Ledger vouchers payable account.
  • The guide lists an Accounts Payable Year End Procedure and a Purging Voucher History step for year end.

Words CloudSuite Industrial uses

  • Voucher. The record of a vendor invoice you owe. It is created in A/P Vouchers and Adjustments or generated from a PO receipt.
  • Adjustment. A change to an existing voucher, for example for returned goods. A negative adjustment lowers what you owe.
  • Distribution. The account lines a voucher is posted to. The distribution total must equal the invoice amount.

The Pulsify way

  1. Clear the Pulsify queue: approve, reject or archive each bill waiting.
  2. Forward missing bills from suppliers to your Pulsify address.
  3. Reconcile key supplier statements in Pulsify.
  4. Then run reports and lock the period in CloudSuite Industrial.

Pulsify connects to CloudSuite Industrial. We set up the connection for you.

What Pulsify does not do here

  • Pulsify does not post accruals.
  • Aged payables and period locks are in CloudSuite Industrial.

Common mistakes

  • Closing the period before posting to the A/P Ledger Distribution Journal.
  • Closing before running the A/P reconciliation reports.

More help

Sources

Last checked 2026-10-19. Confidence: partial.

Common questions

What do I post before I close?

Post vouchers and payments, then post to the A/P Ledger Distribution Journal.

Which reports do I run?

The A/P reconciliation reports, then close the period.

Is there a full close checklist?

Confirm the steps for your site with your partner.

Does Pulsify lock periods?

No. Lock the period in your accounting system.

Pulsify setup guides

Want this done for you?

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