FloQast Core Application

Dashboard

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

Close the Books

• 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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Checklist

• Checklist Filtering
• Link Documents to Checklist Items

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, Review Notes

User Settings

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