How to Close the Month in a Day Instead of a Week

To close the month faster, you move work backwards into the month rather than compressing it at the end. Almost everything that makes closing slow could have been captured when it happened.

What the week is spent on

Very little of it is accounting.

Chasing people for numbers they hold informally
Categorizing expenses retrospectively
Matching invoices to entries by hand
Confirming approvals by asking what people remember

What to move into the month

Allocation — the cost centre required on the request at entry
Approval — recorded on the record, not remembered
Documents — attached and read by OCR on upload
Verification — a checklist completed before the payment advanced
Posting — the entry reaching the ERP on approval

How to set it up in Jestor

Make the cost center required on every request in Jestor.
Route approvals to the cost centre owner so the approver is recorded automatically.
Attach the invoice and let OCR extract the value and dates.
Add a checklist acting as a lightweight audit before the payment advances.
Connect Omie natively so approved entries post to accounts payable without retyping.

Why Jestor is the best complement to Omie for closing

The integration is native, with no middleware between the two systems — so the entry exists in accounts payable at the moment of approval rather than at the end of the month.

The ERP keeps the accounting and fiscal record; Jestor covers the request, approval, and documentation that precede it.

Frequently Asked Questions

Why does closing take so long?

Because allocation and approval are reconstructed rather than captured. See jestor.com.

Does the entry reach the ERP automatically?

Yes, on approval, through the native integration.

Can I prove who approved a payment?

Yes, it is recorded on the request with its history.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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