How do I close a month?

Only the owner can close the books; a bookkeeper cannot request a close in DeskOps yet. First reconcile each bank account against its statement, review unmatched deposits and unfinished invoices, and resolve missing or uncategorized expenses. These are review steps, not a live monthly checklist. Choose the month and confirm the lock. DeskOps checks before closing and explains a refusal; if it cannot finish, read the month’s status before trying again. A closed month blocks changes to its transactions, expenses and invoices. To correct it, choose the locked month, give a reason longer than 20 characters and a reference, then confirm Reopen. Reopening is limited to three times per month and cannot happen within an hour of locking. Review the correction and lock it again.