Annual Accounts Filing
The Annual Accounts Filing module manages the relationship between your management reports in Monitr and your statutory annual accounts. It lets you track which financial periods have been officially filed, lock those periods from further changes, and maintain an audit trail of any GL adjustments made after filing.
The Annual Accounts Filing module is currently available for Dutch entities only (country code NL). Entities from other countries cannot be linked to the filing integration.
Why this matters
After filing annual accounts with the statutory authorities, your historical GL data should remain unchanged. But in practice, late bookings, corrections, and accounting adjustments sometimes happen after the filing date. The Annual Accounts module makes these changes visible and auditable.
Accessing Annual Accounts Filing
Click Annual Accounts in the sidebar. This option only appears if your entity has an annual accounts filing integration connected (eBlinqx Fiscaal), or if you've already created at least one filing record manually.
Creating a filing
- Go to Annual Accounts.
- If this is your first filing, click the Create filing button in the empty state.
- If you have existing filings, click the Create filing button in the top right corner of the panel.
- Select the date range for the fiscal period being filed.
- Optionally mark as a historic filing if you need to record past filings not yet in Monitr.
- Click Save.
What happens when a period is filed
Once a period is marked as filed:
- Period locking — Monitr treats GL data for that period as immutable for reporting purposes.
- Change tracking — any GL changes imported from your accounting software for a filed period are recorded in the General Ledger Changes audit trail.
- Reporting — the audit trail shows what changed after filing, enabling comparison between the filed accounts and current GL data.
Navigating Annual Accounts Filing
The Annual Accounts Filing page has four main tabs:
| Tab | Purpose |
|---|---|
| Overview | List of all filings with their status (draft, filed, historic). Manage filing records and link to eBlinqx Fiscaal instances. |
| Settings | Configure filing rules, regime type, approval signatories, and approval status. |
| Notes (Accountancy only) | Templates and mappings for financial statement notes — only visible to accountancy organisations. |
| Validations | Pre-filing compliance checks. Shows as a warning icon if issues exist. |
Audit trail
The Overview tab shows:
- All filings with their status (shown as colored pills: blue for draft, green for filed, gray for historic).
- For each filed period: any GL changes that occurred after filing.
- The cumulative impact of post-filing changes on each reporting line.
This is particularly useful for accountants who need to explain differences between statutory filings and current management accounts.
Integration with eBlinqx Fiscaal
When the eBlinqx Fiscaal integration is connected:
- Filing status syncs automatically from eBlinqx Fiscaal.
- A column in the Overview tab shows the eBlinqx Fiscaal filing status.
- Periods are locked in Monitr when the filing is confirmed in eBlinqx Fiscaal.
- Click the eBlinqx Fiscaal (logo) icon button in the Actions column of each filing row to open that filing instance directly in eBlinqx Fiscaal.
Without the integration
You can manage filings manually:
- Create filing records manually in Monitr.
- Mark them as filed when you've submitted to the authorities.
- The audit trail still functions regardless of whether the integration is connected.