Admin & Manager Settings

Entity Settings

• Strict Signoff Mode
• Strict Folder Locking
• Strict Tie-out Mode
• Login Report
• Audit Report
• Calendar Settings

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Manage Teams

• User Types & Permissions
• User Access
• Invite Auditors to FloQast
• Deactivated Users

Checklist

• Manage Checklist
• Add/Delete & Edit Assignees
• Add/Delete & Edit Checklist Items
• Export Checklist
• Filters
• Add/Delete & Rename Folders

Reconciliations

• Manage Reconciliations
• Reconcile Your Excel Documents to the General Ledger
• Completeness Check for Trial Balance Upload
• Completeness Check for ERP Integrations

Integrations

• TB Upload
• NetSuite
• Create Accounting Periods: NetSuite
• Intacct
• Create Reporting Periods: Intacct
• General Ledger Credentials

Cloud Storage Integrations

• Google Team Drive
• OneDrive
• Google Drive
• Box.com
• Dropbox
• Egnyte

SSO Integrations

• One-time Authentication Code via Email
• Single Sign-On (SSO) Integrations

Dashboard

• Lock All Folders

Floqast Tips & Tricks

• Temporarily Change the Assignee on a Checklist Task
• Add/Delete Folders in FloQast
• Understanding FloQast's Nightly Refresh
• Auto Sign Offs on Auto-Reconciliations
• The FloQast Auditor Role