FloQast offers an All Companies view on the Dashboard to provide insight into the close progress among each entity within the application. In addition to the Dashboard, this view is located in the Checklist, Reconciliations, and Review Notes tabs within the application.
The All Companies view located on the Dashboard provides a high-level overview of the amount of Reconciliations and Checklist items completed and reviewed under all companies. It will also alert the user to any items that are past due.
For teams that have the same accounting team working in different companies/entities within FloQast, it is beneficial to work in the All Companies view within the Checklist or Reconciliations tabs. In this view, all checklist items or reconciliations for each company/entity are shown in one place.
Additionally, users may want to filter items to see what should be done next, items past due, etc. The Checklist and Reconciliations tabs can be exported to Excel or PDF to get data at a more granular level.
Note: The Reconciliations tab cannot be refreshed while in All Companies view.