FloQast offers an All Entities view on the Dashboard to provide insight into the close progress among each entity within the application.
The All Companies view located on the Dashboard provides a high-level overview of the number of Reconciliation items completed and reviewed under all companies. It will also alert the user to any items that are past due.
If you hover over a specific entity, you will see a detailed breakdown of checklist items completed and reviewed, reconciliations completed and reviewed, any Review notes that are open, and any late items.
For teams that have the same accounting team working in different companies/entities within FloQast, it is beneficial to work in the All Entities 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.