Close Management
Tabs generates revenue journal entries through the Close Management module. Journal entries do not push to your ERP automatically — you must generate and submit them manually each period.
Month-end close workflow
- Complete billing for the period — ensure invoices are sent and usage events are ingested
- Open Close Management in Tabs and select the period for the close review
- Review revenue schedules and recognized amounts for the period
- Generate revenue journal entries for review
- Submit entries to your connected ERP and close the period in Tabs
ERP journal entry sync
Configure which ERP accounts Tabs uses for revenue journal entries under Integrations → your ERP → Manage. Tabs pulls accounts from your ERP but does not create or modify them.
Book close date
Tabs respects your book close date. Actions that would affect a closed period — such as terminating a billing term with a date in a closed period — will fail with an error. Retrieve the current book close date via GET /v3/merchant/book-close-date.
Audit trail
Tabs retains a full audit trail for close:
- Generated and submitted journal entries
This supports ASC 606 disclosure and audit requirements.
Related resources
- Revenue Recognition & Schedules — performance obligations and revenue schedules
- Standalone Selling Price (SSP) — ASC 606 allocation
- Upsert recognized revenue — API reference for recognized revenue entries
- Invoices & Integrations — invoice sync to ERP (separate from journal entries)