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  1. FloQast
  2. System Administration

System Administration

Entity Settings

  • Creating a New Quarterly Entity
  • Non-Close Calendar
  • Strict Sign-off Mode
  • Auto Lock Files on Complete Tasks
  • Strict Folder Locking
  • Strict Tie-Out Mode: Require new sign-offs when rec balances change
See all 15 articles

Team Members Settings

  • Password Reset
  • User Types & Permissions
  • User Access
  • User Groups
  • Custom Roles
  • Managing Entity Roles
See all 11 articles

Admin Settings: 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

Admin Settings: 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

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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