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  1. FloQast
  2. FloQast Close

FloQast Close

Dashboard (Personal & All Entities), Checklist, Reconciliations, Review Notes

Dashboard

  • Favorite Entities
  • Close Status
  • Folder Progress
  • All Entities View (Dashboard)
  • Personal Dashboard

Folders

  • Following Checklist Items and Reconciliations
  • Locking Folders
  • Upload Excel Workbooks Directly Within FloQast
  • Document Roll-Forward
  • Documents & Folders
  • Close Checklist Tab
See all 7 articles

Checklist

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

Reconciliations

  • Reconciliations Filtering
  • Reconciliations
  • Understanding FloQast's Nightly Refresh
  • Rec Reasonableness Check

Review Notes

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

User Settings

  • How to set up Microsoft Teams Integration
  • How to set up Slack Integration
  • Slack Integration for FloQast
  • New User Setup
  • Email Notifications
  • Ready for Review Notifications
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