Connect to Box.com:
FloQast is built on top of Box.com to ensure Enterprise level security for your documents. When you first sign up for FloQast you will be prompted to authenticate your Box.com credentials.
Once this is completed, the owner of the Box.com account will need to invite the rest of the team to the FloQast folder as Collaborators (just “sharing” will not work). You will not be able to use the reconciliation functionality without this being done:
If you would like to restrict folder access on an entity level, please click into the FloQast folder and invite collaborators at the 'FQ-company name' level.
Working with Box Sync
Once you’ve been added as a Collaborator, a “FloQast” folder will appear in your folder tree and will be used as the parent folder for your engagement. Don’t forget to sync this folder to make everything appear in your Box desktop sync (first you will have to download Box Sync):
Once you have downloaded Box Sync, please sync the “FloQast" folder to your desktop:
Work on Your Desktop & Sync to FloQast:
The folder structure in FloQast will mirror the folders in Box Sync on your desktop. Each new close period, this will be replicated and automatically created in Box. By centralizing the different pieces of your close, FloQast will help you save your supporting documentation the same way each month and guarantee it always ties to your General Ledger.
Additionally, if your files are not syncing from Box to FloQast, you can right click the Box Sync icon and review the status of all files. If you need to quit the app and then restart, you can do so from this menu.