Admin & Manager Settings

Entity Settings

• Strict Signoff Mode
• Strict Folder Locking
• Strict Tie-Out Mode: Require new sign-offs when rec balances change
• Work Through Calendar
• Login Report
• Audit Report

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Manage Teams

• User Types & Permissions
• User Access
• Invite Auditors to FloQast
• Deactivated Users
• Custom Permissions for Auditor Role
• Team Settings Report

Checklist

• Add/Edit/Remove Checklist Items (Inline changes)
• Manage Checklist
• Add/Delete & Edit Assignees
• Add/Delete & Edit Checklist Items
• Export Checklist
• Hard Due Dates

Reconciliations

• Add/Edit/Remove Reconciliations (Inline changes)
• Grouped Accounts
• Custom Tags
• Manage Reconciliations
• Reconcile Your Excel Documents to the General Ledger
• Completeness Check for Trial Balance Upload

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Integrations

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

SSO Integrations

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

Dashboard

• Lock All Folders

Floqast Tips & Tricks

• Add/Delete Folders in FloQast
• Understanding FloQast's Nightly Refresh
• Auto Sign-Offs on Fixed Balance Accounts
• The FloQast Auditor Role