FloQast Admins and Managers 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.