Weekly, Quarterly, Yearly Closing Tasks
under review
G
Gila Halleli
We have a number of clients who get quarterly reports BUT we reconcile and do a basic review each month. The ability to designate reports as quarterly for them would be amazing.
B
Briana Herman
It would be great to be able to set a day of the week not a specific date. We use monthly but I need things moved to me by the third Monday and want to set the other tasks to be completed before that. Currently we can't rely on the dates unless I change them each month which is too time consuming. Being able to say it's due the second Thursday of the month would be great
M
Marie Browne
Yes! Allow closing tasks to be set on a frequency other than monthly. We would set up a Year End Task with an annual recurring frequency so December would stay open until year end is complete.
T
Tiffany Bogle
As well as adding the option for the annual year end close items, would be nice.
C
Conner Schryver
I also occasionally have a need for weekly closes as opposed to Monthly or Quarterly. I currently close on Thursdays for a Friday submittal and Monday Review.
B
Ben Stein
under review