Close Optimization
Close To Do List
The new Close To-Do List provides a central hub for all assigned tasks across Checklists and Reconciliations. You can now view all late, due today, and upcoming tasks—no longer limited to a 7-day window. The redesigned interface offers a cleaner, more efficient experience, helping you quickly identify and take action on your assigned items.
Compliance
Compliance Management: One-Click Copy for FQ Reference and Control Description Tags
You can now copy the FQ Reference and FQ Control Description tags directly from the Linked Controls Table with a single click. A new copy icon appears next to each tag, making it easy to paste them into narratives or flowcharts without manually retyping or tracking them elsewhere. This update helps reduce tagging errors and saves time across your compliance documentation workflow.
Compliance Management: Edit Recipients in Ongoing Control Review Certifications
You can now edit recipients in Control Review Certifications even after a round has started. This update removes the need to create a new certification when a control owner changes or is no longer available. It builds on our March release for standard certifications and helps ensure rounds remain accurate and complete.
Compliance To Do List
The To-Do List now includes a dedicated Compliance tab, giving you a centralized view of all your assigned tasks across Controls, Risks, and Tests. You can filter by date, module, or project, and navigate directly to open items—including review notes—without any date restriction. Managers can also filter by assignee to view outstanding tasks across their teams, improving visibility and accountability.
Platform
Product Navigation Enhancement
The new product navigation enhancement makes it easier to move between workflows, products, and tools. The new layout is organized into three clear sections: starting points (All Workflows and your To-Do List), core product areas (Close, Compliance Management, Ops, Projects, FloQademy, and more), and additional resources (Product Updates, Settings, Profile, Help Center, and Customer Feedback).
This update improves orientation within the app and streamlines navigation through hover-based access. The new product navigation enhancement delivers continued improvements to our all in one audit-ready platform.
User Visibility Update
To streamline the user management experience in FloQast, Admins and Sys Admins can now view all users regardless of historical shared workspace access. From the "Admin Settings" page, click on the "Team Members" tab to view and update user access. If you do not see this update reflected and would like to have it enabled, please contact your Accounting Success Manager.
Microsoft Teams App Integration for FloQast APAC
FloQast’s Microsoft Teams app is now available for APAC customers using the au.floqast.app environment. This new integration enables Teams notifications and can be configured through the Notification Integrations menu under Profile Settings > Notifications. Previously unavailable for this region, the Teams app is now listed in the Microsoft Teams Marketplace and fully supported.