Close Optimization
Dashboard Now Supports Retail Calendar Working Dates
The Dashboard’s Progress Chart now accurately reflects working dates based on your Retail Calendar’s base date, rather than defaulting to the first of the month. This enhancement ensures the Dashboard is usable and relevant for teams operating on a Retail Calendar.
ReMind: New UI Enhancements
We’ve made several updates to improve how you create and manage Requests in ReMind. You can now view email address and company name details directly in the inbox preview, with improved visibility into failed sends. Linked Checklist details are now accessible at a glance, and timezone selection has been expanded to include all FloQast supported timezones.
To-Do List for Close: Date Filter & Status Enhancements
The Close To-Do List now includes a customizable date filter and a new Status of Items column to help you prioritize work more effectively. You can limit the view of late, due today, and upcoming tasks to a specific date range, with a default view of ±15 days from today. This filter persists even if you navigate away. Additionally, a new status attribute makes it easy to see which items are ready for review without opening each task, improving how you triage and manage your close tasks.
Close Automation
Journal Entry Management NetSuite Data Sync Enhancement
We've improved the data sync experience for Journal Entry Management users connected to NetSuite. You can now start a sync and navigate away—FloQast will continue processing in the background and notify you by email once it’s complete. This update resolves issues for customers with large data sets and speeds up onboarding.
Compliance
Compliance Management: Framework Coverage
You can now assess framework coverage directly within the Compliance Frameworks module. For each framework requirement, mark it as Covered, Not Covered, or Out of Scope to track how your controls align to your compliance obligations. You can also filter by linkage status, keywords, or coverage to focus your efforts. This update helps you monitor progress more effectively and identify any gaps in your framework coverage.