Year End Close Dashboard separate from month end close
T
Tiffany Brantner
I find that my year end closes can drag on longer sometimes even while I am still completing month end close for the same client. I would love a separate dashboard for year end close items that I can assign separate templates and tasks to that are specific to year end so that I can follow progress of year end close isolated from month end close.
S
Spencer Groth
Yes to both of these!
-ability to change a month end or quarter end close to the year end model
-ability to have clients as just an annual close
R
Ruth Lott
Even more: would love Annual as a client cadence as well as quarterly and monthly. Fine to be same cost, just only want the annual project set up.
W
Will Hepworth
I create a Custom View filtered for the December Close and name it "Year-End Close"