Free template
Get the year-end close checklist - or let Foxpedite keep it true all year, free for 14 days
In Foxpedite, POs reserve budget when drafted, receipts log against the PO, GRNI is a built-in report and invoices pay only on a three-way match, so next December's close starts clean. Closing 2026 by hand? The free checklist and tracker cover it.
Every Advanced feature, no credit card.
What Foxpedite does automatically
- A live open-PO list and a GRNI report, instead of a December export
- Duplicates held at the invoice by a PO + receipt + invoice match
- 2027 budgets, approval rules and PO numbering set up once, before January's first purchase
The free template (the manual version)
A 3-page checklist plus a tracker spreadsheet for controllers and bookkeepers at companies running purchasing on spreadsheets, email and QuickBooks.
- Close, carry forward or cancel every open PO, and re-reserve carried balances against 2027 budgets
- Find goods received but not invoiced (GRNI) and book the accrual; the tracker does the math
- W-9 and 1099 prep with the 2026 thresholds ($2,000) and filing dates checked against IRS instructions, including the Feb 1, 2027 deadline
Download the checklist
While you wait: Jan 31, 2027 falls on a Sunday, so 1099-NEC forms are due Monday, Feb 1. Chase missing W-9s now, not the last week of January.
Free, no strings. Made by the Foxpedite Editorial Team, the people behind Foxpedite, purchasing software for companies still running purchasing on spreadsheets, email and QuickBooks. Example data in the files is illustrative.
While you're here
Want GRNI to be a report instead of a December project? Foxpedite logs receipts against POs all year.