Ability to Start Next Month/Quarter Close At Any Time
discussing with author
B
Ben Gerber
We have quarterly clients who we still do coding for on a monthly basis to keep our quarter close months lighter. Would be nice to be able to start their next quarterly close at any time so we can handle tasks we set up to handle coding for month 1, 2 and 3 of a given quarter.
Would also be useful if we have time to get ahead of work for monthly clients in the next month's close.
S
Shana Murraywolf
discussing with author
S
Shana Murraywolf
You should be able to do this now actually! Use the purple drop down arrow next to the client's name (on the Client List) and you should see the options to either : "Start September Close" or "Start Q3 2022 Close" before October 1st. Let me know if that's not what you're looking for! :-)
More info here: https://docs.keeper.app/starting-and-accessing-closes.
B
Ben Gerber
Shana Murraywolf: Hey Shana! Does the close need to be marked as 'Done' or do all the tasks need to be completed first? I don't see the option to start the next close for my quarterly client. See attached image. Let me know if I am missing something!
S
Shana Murraywolf
Ben Gerber: Interesting... let me check with the Product Team and get back to you. Thanks for providing the screenshot!