FloQast offers a Weekly frequency for Checklist items. This frequency works a little differently than other Checklist frequencies in FloQast, so we’ve put together this article to give a brief overview of it.
The first important thing to be aware of with the Weekly Checklist frequency is that due dates will always populate in the current month, regardless of what calendar type an entity is on. This means a Weekly Checklist item in the June 2026 close will have due dates populating every week in June, even though all other close tasks will generally have due dates in July. We found that weekly tasks are generally used to help prepare teams for month-end close so there are fewer things to worry about by month-end.
A couple of examples are:
1. Using FloQast AutoRec Matching weekly: If you use AutoRec every week in June, you will be ready to close out your AutoRec Accounts that much faster come July when you are closing June.
2. Processing invoices on a weekly basis for either AR or AP teams.
Using Weekly Checklist Frequency in FloQast
Setting up an item with a Weekly Checklist frequency is very simple. When editing or adding a Checklist item, select Weekly in the frequency option. You will then be prompted to select a day of the week in the due date section for any Preparer and Reviewer. In the below example, the Preparer’s deadline will be every Monday, and the Reviewer's will be every Thursday.
The option to add a Dependency is not available for items with a weekly frequency.
You can add in the estimated time to complete this item for the preparer and the reviewer.
Checklist Items will be created based on the number of weeks in the given period and due dates will be associated with the day of the week selected. If a week falls in more than one month, then the Checklist Item will be created in the period in which the earliest Preparer due date falls. Additionally, if any due date falls on a holiday, then FloQast will adjust it to the day before.
If you are editing an existing item and select This period only before saving your changes, it will only save the changes for the given week, whereas if you select This period and going forward, the change will apply to this week and all following and future weeks.
When viewing checklist items with a weekly frequency in FloQast, you will see the due dates reflecting the frequency that was setup. For example, in the image below an item was setup for a weekly occurrence, every Monday. Here we see that the due dates are June 1st, 8th, 15th, 22nd, and 29th. This is easy to see when filtering your items and would appear as such for an export with these filters enabled.
Please note that if your entity settings are set to Calendar, all days of the week will be available in the due date selection, while if it is set to Business, only weekdays will be available.
Using Weekly Checklist on the Checklist Template
Using the Weekly Checklist frequency via the template upload is nearly the same as with any other frequency option. Please type “Weekly" in the Frequency column C, and instead of a number for the Preparer and Reviewer deadline, put a letter representing the day of the week as follows:
U = Sunday
M = Monday
T = Tuesday
W = Wednesday
R = Thursday
F = Friday
S = Saturday