RIrillet
Close Checklist

Lists close checklist tasks

Changed on

Returns the month-end close checklist for one accounting month: every task with its notes, due date, preparer, reviewer queue, completion and sign-off state. Use it to report close progress or to find the task_id needed by update, complete and sign-off. Resolve preparer and reviewer user ids to people with list-members (match on user_id). Responds with HTTP 404 when no checklist exists for the month.

get/close-checklists/{period}/tasks

Request

Path parameters

periodstring yearMonth required

The checklist's accounting month in ISO-8601 format (YYYY-MM).

Query parameters

status'NOT_STARTED' | 'IN_REVIEW' | 'COMPLETE'

NOT_STARTED: the preparer has not completed the task. IN_REVIEW: completed, but at least one reviewer has not signed off (or, with no reviewers assigned, nobody has reviewed it yet). COMPLETE: completed and every reviewer has signed off.

Only return tasks in this status.

preparer_idsstring[]

Only return tasks whose assigned preparer, or the user who completed them, is one of these user ids (comma-separated). A task completed by someone other than its assigned preparer matches either user.

reviewer_idsstring[]

Only return tasks where one of these user ids is a reviewer (comma-separated).

Response

OK

periodstring required

The checklist's accounting month (YYYY-MM).

Example response

{
  "period": "2026-09",
  "tasks": [
    {
      "name": "Collect accruals from department heads",
      "accounting_area": "Accruals",
      "completed_at": "2026-10-03T14:05:00",
      "reviewers": [
        {
          "signed_off_at": "2026-10-04T09:30:00"
        }
      ],
      "reviewed_at": "2026-10-04T09:30:00"
    }
  ]
}

Changes