YE Close | Feature Requests

YE Close

Samantha Harris

Would be great to be able to create a close for YE instead of just going from December to January. There are separate YE tasks to be tracked after December task are completed.

A week ago

Glenda Garcia

This would be wonderful!

Ahmad Karim

Very True, that would be an excellent feature.

Cathy Czerkie

I agree! A work-around that I've been using this year is this:

I created a non-closing Custom Section called Year End. Then I created a Template of year-end tasks in that Section and then assigned that template to all of my clients.

Glenda Garcia

Cathy Czerkie We did the same. Also I added a checklist for each client and listed specific items that need to be reviewed for that client.

Kirstie Gray

Love this idea I was just thinking the same