Close Optimization
ReMind Business Days
You can now align recurring ReMind requests with your business day calendar. The new Business Day date option automatically maps the send date to the correct business day, taking into account your configured workweek, holidays, and work-through days for each entity. This update helps maintain consistency with the rest of your FloQast schedule and reduces confusion caused by standard weekday-based scheduling.
Close To-Do List Filters
You can now filter your Close To-Do List using a variety of attributes to quickly find the tasks that matter most, including:
- Item Type
- Assignee Type
- Status
- Due Date
- Workflow
- Entity
- Folder
Close Automation
Amortization and Depreciation UI Updates
The Amortization and Depreciation modules now feature an updated interface with improved usability and performance. You can take advantage of this enhanced grid functionality, including resizing, reordering, and hiding columns to match your preferences. Additionally, you can view Per GL and Per Difference balances directly within the module, eliminating the need to navigate to the Reconciliations tab to compare balances.
Journal Entry Management: Lock CSP Files on Journal Entry Approval
Supporting documents in cloud storage are now automatically locked when a journal entry is approved. This prevents linked files from being moved, edited, or deleted—helping ensure your documentation remains intact and in sync for audit readiness. This enhancement applies to all existing and future Journal Entry Management users who are using a cloud storage provider.
Functionality may vary based off of cloud service provider settings and/or provider - view further documentation here.
Journal Entry Management Export Enhancements
You can now export Journal Entries to Excel directly from the dashboard with the filters you've applied—no more manual cleanup. The export is also faster, supports larger volumes, and now includes reviewer information for better visibility.
Compliance
Compliance Management: Updated Scoping Landing Page
The Scoping tab now features a new landing page that consolidates all your scoping workbooks in one place. You can create multiple workbooks per program, copy them across projects for faster setup, and rename existing workbooks for clarity. This update makes it easier to locate, manage, and reuse your scoping content across Compliance Management.
Compliance Management: Custom Field UI Update
The Custom Fields page in Compliance Management has been updated with a refreshed UI and several usability improvements. You can now search for field names, view all programs linked to a field (including those you don’t have access to), and bulk add custom fields to a project. The Create and Edit field pages remain unchanged for now.
Compliance Management: Risks & Operations Testing
You can now create and manage tests for Risks (ERM) and other operational activities—like vendor audits—directly within the Testing module. These new tests can be linked to Issues and Evidence Requests, and Admins can configure which test types are available using a new settings toggle. This enhancement consolidates all testing activity—including Controls, Key Reports, Risks, and Operational work—into a single, centralized workflow.
Compliance Management: Visualize Linked Frameworks and Requirements in Controls
View linked frameworks and their associated requirements directly from the Controls module. You can now add a new column in the controls table that gives you insight into the linked frameworks and their requirements that each control is linked to. You can also filter controls by framework, add a framework column to the table, and export framework linkage details for reporting. This update helps bring more context to controls by clearly showing how they map to your compliance frameworks.