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  1. FloQast
  2. System Administration
  3. Entity Settings

Articles in this section

  • Creating a New Quarterly Entity
  • Non-Close Calendar
  • Strict Sign-off Mode
  • Auto Lock Files on Complete Tasks
  • Strict Folder Locking
  • Strict Tie-Out Mode: Require new sign-offs when rec balances change
  • Work Through Calendar
  • Login Report
  • Audit Report
  • Entity Time Zone Customization
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Strict Folder Locking

Enabling Strict Folder Locking (under Manage Entities) will allow you to lock folders only when checklist items are signed off, accounts are reconciled, and review notes (if any) are closed.

 

 

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Related articles

  • Locking Folders
  • Auto Lock Files on Complete Tasks
  • Strict Tie-Out Mode: Require new sign-offs when rec balances change
  • How to set up Microsoft Teams Integration
  • Lock All Folders
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