Closing Agent: permissions, approvals and handoff

The Closing Agent prepares – decisions and approvals come from you and your team. These permissions control who can grant which approval.

Nothing takes effect without approval

• Entries are transferred to bexio (or Run My Accounts) only after your approval.
• Areas and topics are only set to “to review” by Arcarius – only you mark them as done.
• Phases can only be completed once their required work is done: areas in Preparation and Execution, topics and the final tax provision in Post-processing, and the respective phase result in the later steps.

Who can complete areas, topics and phases?

• Anyone who can manage settings (the settings.manage permission – typically owners, administrators, and the engagement lead) can edit and complete all phases.
• Staff work up to a defined maximum phase. Up to there, they mark areas or topics as done, review phase results, and complete phases.

The maximum phase for staff is set by the organization in the settings. More on roles: Organization, teams & roles.

Handoff to the engagement lead

If a staff member reaches a phase above their maximum, they see the note “Ready to hand off to the engagement lead” instead of the next button. Their work and approval are saved; the engagement or company lead completes the phase and continues the close. That keeps responsibility where it belongs – without any work being lost.

Read more: Overview and scope · How to work through a close.