FloQast Flux offers advanced searching and filtering options, enabling users to efficiently navigate their way through Flux Reports. You might be an individual preparing for your upcoming work, a Manager reviewing your team's progress, or a CFO reviewing a specific line-item explanation in a prior period at a strategic planning meeting. For these use cases and more, the Flux filters can help!
Search Bar:
The search bar will match the numbers and/or the names of the GL accounts on your Flux report.
Assigned To:
The "Assigned To" menu allows you to see assignments for specific users. You may select just one user, including yourself. You may also use the multi-select boxes to look at the assignments for several team members simultaneously. Users will be listed alphabetically, with "you" pinned to the top for convenience.
Due:
If you want to get a pulse on what assignments are upcoming, you can choose among: Today, Tomorrow, Within 3 days, and Within 5 Days. The returned items will have due dates within the given timeframe.
Quick Filters:
A variety of quick filters are available for your convenience too!
- Material Items = Only Accounts and/or Groups with a material fluctuation (per your threshold) will be returned. Immaterial accounts will be hidden.
- Non-zero Balances = Accounts with a $0.00 balance period over period will be hidden.
- Assigned To You = A shortcut for the "Assigned To" + "You" option above, allowing you to only display accounts/groups that you have been assigned as a preparer or a reviewer.
- Incomplete = Any material fluctuations without outstanding explanations or sign-offs.
- Open Review Notes = Any accounts/groups that have a Review Note added, and that Review Note is still unresolved.
- Ready for Review = The preparer has left an explanation and completed their sign-off on a material fluctuation. Now it is ready for the reviewer to read that explanation and complete their sign-off if satisfactory.
- Due Today = A shortcut for the "Due" + "Today" option above, showing sign-offs with a due date of today.
- Late = Any sign-offs that are past the assigned due date
Note: When you select one or more filters, the accounts visible to you will be pared down to match your query. Some accounts with a balance may be hidden if for instance that balance is immaterial, or is perhaps assigned to another individual on your team. Even if some accounts are hidden, the group-level totals will still sum to the full, original, total amounts:
