FloQast Admins are able to add a new accounting process folder in the Close the Books tab of FloQast.
To add a new folder, simply right-click on the respective time period (month) in FloQast, then click Add Folder. You will be prompted to name the folder, and it will be placed in alphabetical order with the existing folders.
The new folder will automatically be created in your Cloud Storage. There is no need to create the folder in Cloud Storage yourself!
It is important to note that the folder will automatically replicate moving forward IF it has been created in the most recent period in FloQast. For example, if it is August and you would like to add a new folder beginning in July, you will need to add the folder to July AND August in FloQast. Then when the September folders are automatically created on 9/01, the new folder will be included. If you only create the folder in July, it will be considered a one-off change and will not replicate moving forward.
The new folder will not be applied backwards to old months automatically. It will only appear in prior months that you manually add it to.
FloQast Admins may also delete a folder from Close the Books. To delete a folder, simply right-click on the folder you want to remove and select Delete Folder.
Note: you cannot delete a folder you are currently clicked into/viewing. If you have the Accounts Payable folder open, you will not be able to right-click on it. You must left click a different folder, then right-click on the desired folder.
Deleting a folder will only remove it from the current period. The folder (and all historical data) will still exist in older months.
Unlike adding a new folder, you will need to delete the folder from the most current month in order for it to stop replicating in the future.