Skip to content
← All tutorials
Getting StartedBeginner7 min read

Your first 30 days on a new ERP

Updated Aug 10, 2026

Overview

This guide walks through the first 30 days after go-live. Placeholder copy — replace with the real walkthrough.

Do this in a sandbox first. Every ClosePoints customer gets one.

Setup

Start by confirming permissions and your fiscal calendar.

{
  "subsidiary": "US-01",
  "period": "2026-10",
  "extension": "none"
}

Walkthrough

Follow each step, reviewing the AI suggestions before you post.

Never post AI-drafted entries without review.

Next steps

Automate the steps you repeat monthly and add them to your close checklist.

Was this helpful?