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  1. FloQast
  2. Admin & Manager Settings

Admin & Manager Settings

Entity Settings

  • Creating a New Quarterly Entity
  • Non-Close Calendar
  • Strict Signoff Mode
  • Strict Folder Locking
  • Strict Tie-Out Mode: Require new sign-offs when rec balances change
  • Work Through Calendar
See all 13 articles

Manage Teams

  • Password Reset
  • User Types & Permissions
  • User Access
  • Deactivated Users
  • Custom Permissions for Auditor Role
  • Team Settings Report
See all 7 articles

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
See all 8 articles

Reconciliations

  • Add/Edit/Remove Reconciliations (Inline changes)
  • Grouped Accounts
  • Custom Tags
  • Sync GL for NetSuite Clients
  • Manage Reconciliations
  • Reconcile Your Excel Documents to the General Ledger
See all 10 articles

Integrations

  • OneDrive Clients: Open Linked Documents Directly in Desktop Applications, Instead of Web Versions
  • 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 or Delete Folders in FloQast
  • Fixed Balance + Auto Sign-Off
  • The FloQast Auditor Role
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