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If you are an accountant

You read what the trading day produced, and check it hangs together.

Where the day ends up

Two different closes

  • Close the day — the operational close a manager signs for a trading day. It is not the accounting period lock, and confusing the two causes a lot of avoidable argument.

Your Overview looks different

  • Reading your Overview — the accountant view is accounting-shaped, and two of its cards say plainly that they are not built yet.

The rest of the job

Chart of accounts, purchases and AP, statements, reconciliation and period close each have their own page. Documentation for this is still being prepared.