SAP Business One – Finance Configuration – Month-End the Smart Way - June 2026
SAP Business One User Group Event 2026
A reliable and efficient month-end close is the backbone of trustworthy financial reporting — and it becomes even more crucial as organisations move toward SAP Business One Version 11.
You’ll discover how to optimise accruals, automate recurring journals, streamline GRNI management, and strengthen control account integrity, ensuring your finance function is ready for modernisation and the upgrade to Version 11.
Date: 11 June 2026
Time: 2.00 - 3.30pm AEST
Simplify month-end with smarter finance settings.
The 2026 User Group Training Series – “Getting Ready for Version 11” is designed to help SAP Business One customers prepare step by step, with focused, practical sessions spread across the year.
Each 1-hour session will dive into a key area of configuration or process design, so you can realise immediate improvements today while laying the groundwork for a smoother Version 11 upgrade.
A clean, predictable, and well-structured month-end close is essential for accurate financial reporting — and even more important as you prepare for SAP Business One Version 11.
This session focuses on practical, SAP-specific month-end processes that reduce manual effort, eliminate errors, strengthen audit readiness, and ensure your system is configured for best-practice financial control.
You’ll learn how to streamline accruals, recurring postings, GRNI reconciliation, control accounts, and financial integrity checks, while preparing your finance environment for future automation and the Version 11 upgrade.
The timing of this event is aimed at helping clients this year!
We look forward to seeing you at the session.
Agenda
Month-End Framework & Best Practices for SAP Business One
Walk through a proven, repeatable month-end methodology covering journals, reconciliations, cut-off rules, and financial control checks — designed specifically for SAP Business One environments.
- The essential steps of a clean month-end process
- How to structure journals, reconciliations, and cut-off rules
- The difference between operational and financial close
- How to standardise processes across finance, purchasing, and inventory
Accruals, Provisions & Recurring Postings
Learn how to reduce manual effort by using Recurring Postings, Templates, and Automation Rules. Ensure consistent accrual treatment and eliminate spreadsheet-driven processes.
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How to automate monthly accruals using Recurring Postings
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Using Journal Templates to eliminate spreadsheet reliance
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Handling prepayments, deferred revenue, and recurring expenses
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Ensuring consistent and auditable accrual treatment
GRNI Review & Inventory Cut-Off Accuracy
Understand how to correctly use GRPO, AP Invoice, and Delivery reconciliation to ensure clean stock valuation, accurate COGS, and audit-ready month-end results.
Learn how to identify mismatches and prevent GRNI blow-outs.
- How GRPO → AP Invoice workflows should operate
- Identifying mismatches that lead to GRNI blow-outs
- Ensuring correct valuation and COGS timing
- Month-end checks for open goods receipts, deliveries, and returns
Control Accounts, Posting Periods & Financial Integrity Checks
Review how to lock posting periods, protect control accounts, prevent manual overrides, and ensure AR/AP, Inventory, and Fixed Asset balances reconcile cleanly — reducing unexpected variances and audit risk.
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Protecting AR/AP, Inventory and Fixed Asset control accounts
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Preventing manual GL overrides that corrupt financials
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Locking and sequencing posting periods properly
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Month-end integrity checks every SAP B1 system should run
Preparing Your Finance Function for Version 11
Discover the configuration items that matter most for V11 readiness: authorisations, rounding rules, numbering series, UDFs, and Service Layer requirements. Leave with a checklist of actions to strengthen your month-end process ahead of upgrading.
- Why Version 11 amplifies the importance of clean financial configuration (no different to V10!)
- Reviewing rounding rules, currency setup, numbering series, and authorisations
- Ensuring Service Layer readiness for financial automation
- Building an upgrade-safe month-end process that reduces manual recovery work
When is the event?
Who should attend this event?
Finance Managers, Accountants, CFOs, System Administrators: Anyone responsible for maintaining accurate financial data, performing month-end close, or preparing audit-ready financial statements.
This session is ideal for individuals (or teams) who want to reduce manual work, tighten financial control, and ensure their SAP Business One environment is clean, compliant and ready for Version 11.
Will I be able to ask questions?
The online event is set in a webinar format. To avoid distractions and confusions during the event, all attendees will be on mute. However, you will be able to virtually put your hand up for questions or post the questions in the 'Questions' section and we will answer them at the end of the event!
Will I get a recording?
If you are unable to attend live, still register as we’ll send you the recording.