Books close and year-end readiness

The Zaključek knjig (Books close) page shows, per client for the selected month, whether the bank is reconciled, the documents are posted, the DDV-O and KIR/KPR are filed, and the period is sealed. It is read-only: nothing changes on this page.

The page shows only the clients you have access to. It reads the same facts the client’s period close and the deadline calendar show, so it never disagrees with them.

Open the board and pick a month

In the firm sidebar, choose Zaključek knjig (Books close). The previous month is selected by default; pick another with the year and month above the table.

Read the state per client

Each row is one client. The columns are Banka usklajena (Bank reconciled), Dokumenti knjiženi (Documents posted), DDV-O oddan (DDV-O filed), KIR/KPR oddan (KIR/KPR filed) and Obdobje zaprto (Period sealed).

Urejeno (Done) means the step is complete.
Odprto (Open) means it is not. Below it the page lists what is missing and how many, for example how many bank lines are not reconciled.
Ni relevantno (Not applicable) means the step does not apply to that client, for example a DDV-O for a client that is not VAT registered, or a period seal for a flat-rate sole trader.

A column that applies to no client is hidden.

Check year-end readiness

In the sidebar, choose Letni zaključek (Year-end close).
In the Začni zaključek (Start close) section, pick the fiscal year.
Each client shows Pripravljena (Ready) or Ovire (Blocked). The blockers are listed under the client name: months not closed, documents not posted, unreconciled bank lines and VAT periods not filed.
Ready clients are already selected. Change the selection if you need to, then click the Začni zaključek (Start close) button, which shows the number of clients.

What success looks like

On the books-close board, a closed client shows Urejeno (Done) in every column that applies, and the summary above the table counts it as closed.
On the year-end page, only clients marked Pripravljena (Ready) are selected when the page opens.

Common issues

A client row says its data could not be read. The check failed for that client only; the other clients show normally. Refresh the page, and if it repeats, open the client’s periods page.
A client shows Not checked on the year-end page. Its readiness could not be read, so it is not selected for you. You can still select it yourself.
An Overdue badge on DDV-O or KIR/KPR. The return for that month is not filed and its due date has passed. File it from the firm filings page.