I understand before we can do our month end financials we need to make sure job closing exceptions are reviewed, open POs are reviewed, parts in inspection are reviewed, etc. The idea being that we are closing out “work” so our month end financials are accurate. I’m curious how others handle this logistically.
What we’ve been doing is the person responsible for month end financials has also been reviewing responsibilities of other and doing their work if not completed(review job closing exceptions, open POs, etc)s before month end… My thought is we need a schedule with clear responsibilities, and if a department isn’t on top of their responsibilities(forgot to review/clean up job closing exceptions) push back(don’t do their job for them). It seems pretty straight forward, but I’m curious to hear how others manage the logistics of month end financials.