Set when the close is due and who gets the report
In Settings › Close, choose whether you lock each month or Accountable locks it automatically, the day the close is due, and who gets the month-end report.
In Accountable: Settings › CloseUpdated September 29, 2026
Steps
Step 1: Open Settings › Close.
Step 2: Under Locking, pick I lock each month or Lock automatically. Only an owner can change this.
Step 3: Under Close is due on, pick a day from The 1st of the next month to The 10th.
Step 4: Under Month-end report, press Add a recipient, type an email and press Add. Your CPA and investors can be on the list.
Step 5: Press Save.