How Period Closing Affects Data Syncing and Workflow Notifications

Understanding how period closing works in relation to data syncing from NetSuite and workflow notifications is important for managing your month-end close process effectively.

Data Syncing from NetSuite

Closing a period in Numeric does not prevent data from syncing from NetSuite. All transactions and adjustments made in NetSuite will continue to sync to Numeric regardless of whether the corresponding period is open or closed.

This means:

• You can make adjustments to prior periods in NetSuite without reopening those periods in Numeric

• Account balances and amounts will update automatically in Numeric when changes are made in NetSuite

• Multiple periods can be open simultaneously if needed

Workflow Notifications and Alerts

When adjustments are made to closed periods in NetSuite, Numeric's workflow notifications will still trigger normally:

• Reconciliation alerts: If a submitted reconciliation becomes out of balance due to subsequent NetSuite activity, you'll receive notifications in your Inbox

• Flux analysis: Account totals will update on flux views, though explanations won't automatically flag for updates

• Threshold notifications: Material changes that exceed your configured thresholds will trigger appropriate alerts

Resolving Alerts in Closed Periods

When alerts are triggered for closed periods, you can view them in Home > Close > Closed. To resolve these alerts:

1. Only Admins can reopen closed periods

2. Reopen the affected period by clicking on the month in the side panel

3. Update reconciliation balances as needed

4. Complete any outstanding tasks or reconciliations for affected accounts

What Period Closing Actually Prevents

Closing a period only prevents users from making changes within Numeric for that period. It does not affect:

• Data syncing from external systems like NetSuite

• Automatic balance updates

• Workflow notifications and alerts