FloQast Core Application

Dashboard

• Close Status
• Folder Progress
• All Entities View

Close the Books

• Following Checklist Items and Reconciliations
• Locking Folders
• Document Roll-Forward
• Documents & Folders
• Close Checklist Tab

Checklist

• Checklist Filtering

Reconciliations

• Reconciliations Filtering
• Reconciliations

Review Notes

• Using Review Notes in FloQast
• Exporting Review Notes

Analytics

• Close Analytics Export with Pivot Table
• Close Progress: All Entities
• Close Progress: Single Entity
• Retrospective & Close Trends

User Settings

• How to set up Slack Integration
• New User Setup
• Email Notifications