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Comparisons 1 min read

Manual vs automated month-end journals

Should you keep posting month‑end journals by hand, or automate the recurring ones? A practical comparison for teams on Xero.

A 2m 10s narrated walkthrough showing the exact on-screen steps.Narrated by Lottie

This walkthrough compares manual and automated month-end journal posting, covering accruals, prepayments, deferred income and depreciation. It helps accountants and finance teams using Xero decide which journals to automate and which to handle manually, reducing close time and the risk of missed reversals or errors.

Accruals, prepayments, deferred income and depreciation generate a stack of recurring journals every month. Here's how posting them manually compares with automating the repeatable ones.

Posting manually

You keep full control and there's no extra cost — but it's slow, repetitive, and error‑prone. A missed reversal or a fat‑fingered figure can distort the month, and reviewing it all takes time you'd rather spend on analysis.

Automating the recurring journals

Automation handles the predictable, rules‑based journals — building schedules, posting or holding entries for approval, and reconciling balances — while you keep judgement calls (estimates, one‑offs) under review.

Side by side

ManualAutomated
SpeedSlowFast
ConsistencyDepends on the personRules‑based
ReversalsEasy to forgetHandled
ReviewLine by lineExceptions only
Best forOne‑offs & judgementRecurring schedules

The pragmatic answer

Automate the repeatable journals and keep human review for the exceptions. That's exactly how WorkWithLottie works — it posts the recurring schedules and surfaces anything that needs a decision, so your close is faster and better controlled.

Related: Month-end close checklist for Xero · How to automate accruals and prepayments in Xero

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