Admin & Manager Settings
Entity Settings
- Non-Close Calendar
- Strict Signoff Mode
- Strict Folder Locking
- Strict Tie-Out Mode: Require new sign-offs when rec balances change
- Work Through Calendar
- Login Report
Manage Teams
Checklist
- Bulk Reassign Checklist and Reconciliations
- Add/Edit/Remove Checklist Items (Inline changes)
- Manage Checklist
- Add/Delete & Edit Assignees
- Add/Delete & Edit Checklist Items
- Export Checklist
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