Summit Spend Help

Help Center / Accounting & exports

Month close

Get every charge for the month synced, check totals, and close the month.

Month close lives at the top of the Accounting page, in the Month-end close card.

  1. Pick the month under Accounting period.
  2. Check the three counts: Synced, Ready to sync and Needs review. The goal is to get Needs review to zero.
  3. Click Code N uncoded transactions to jump to anything still uncoded, then work through the Needs Review tab on Transactions.
  4. Sync what's Ready to your accounting system.
  5. Use the table by GL account to check totals against your books.
  6. An Admin clicks Close {month} when it's done. Reopen {month} undoes it.

Closing a month in Summit isn't a hard lock. If a charge dated in a closed month syncs later, it posts on the first open day.

When a new month starts

Nothing disappears. Transactions, Approvals and Accounting all keep showing every open item, whatever month it's from. Only card spend totals reset, on the 1st or on the card's billing cycle day. See A new month started.