Close Management

Manual Adjustment Sign-off Sheet Template

Document all manual journal entries recorded during the close period with evidence of preparation, review, and approval.

How to use this template

Create a summary of every manual journal entry posted during the close (excluding automated feeds).

Record the date, description, amount, accounts affected, and business purpose for each entry.

Attach supporting documentation (e.g., calculations, authorizations, emails) to each entry.

Confirm that the employee preparing each entry has initialed and dated it.

Collect evidence that a manager or accounting lead has reviewed and approved each adjustment.

Track and amortize prepaid expenses with a structured workpaper that keeps your schedules accurate and audit-ready every close.

A comprehensive checklist to ensure nothing falls through the cracks during your month-end close. Track every task, owner, and deadline in one place.

Plan out your entire month-end and quarter-end close timeline with a structured calendar. Coordinate across teams and set clear deadlines.

Vergo turns templates into automated workflows with real-time collaboration, integrations, and AI built in.