Close & Reconciliation Management

Checklist

• Checklist Views, Filtering & Sorting
• Link Documents to Checklist Items
• Add a non-recurring Checklist Item

Reconciliations

• Link Documents to Reconciliations
• Reconciliation Certifications
• Reconciliation Auto Sign-Off Types
• Reconciliations Views & Filtering
• Reconciliations
• Understanding FloQast's Nightly Refresh

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Dependencies

• Dependencies

AI Transaction Matching

• AI Transaction Matching

AutoRec Matching

• Subledger Matching
• AutoRec Matching Bulk Upload
• NetSuite Integration with AutoRec Matching
• AutoRec Matching - Account Types
• AutoRec Matching Use Cases
• How to Use AutoRec Matching

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AutoRec Amortization

• Syncing Additions to AutoRec Amortization and Depreciation
• Amortization for Grouped Reconciliations
• Setting Up a New AutoRec Amortization Account
• How to Use AutoRec Amortization

AutoRec Depreciation

• How to Reclassify an Asset
• How to Dispose of an Asset
• How to Make an Adjustment to an Asset
• How to Use AutoRec Depreciation

Dashboard

• Favorite Entities

Analytics Tab

• Analytics Export with Pivot Tables
• Progress: Individual Entity
• Workflow Progress: All Entities
• Retrospective Periods & Trends

Folders

• Following Checklist Items and Reconciliations
• Locking Folders
• Upload Excel Workbooks Directly Within FloQast
• Document Roll-Forward
• Documents & Folders
• Close Checklist Tab

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Review Notes

• Using Review Notes in FloQast
• Exporting Review Notes
• Hyperlink a URL in Checklist and Review Notes

Task Duration

• Task Duration