Close the Month

Month end close is the process of finalizing finance numbers and letting KW know that everything for a given month is final. The month end close is must be completed by the end of the 3rd business day of the month. It is recommended that MCAs review their numbers each Friday to make sure everything is in balance weekly so errors are caught before the end of the month. The month end close Overview tab is continually updated so that MCAs can check their numbers at any point in time.

To close the month, complete the following steps:

Note

CommandMC is available only to certain KW roles. For more information, see CommandMC Access by Role.

  1. From a browser, go to: https://console.command.kw.com.

  2. Log in using your Keller Williams user name and password.

  3. On the top-left corner, click CommandMC.

  4. On the left toolbar, click Transactions transactions-icon.

  5. Click the Month End Close tab at the top of the page.

  6. On the Overview tab, you can review your key metrics. Your key metrics must balance to close the month.

  7. Click Close the Month.

  8. On the CLose the Month? window, check I acknowledge and click Close the Month. This action permanently closes the month. No data for the month can be changed and the month cannot be reopened.