new
improved
Workflow
Month End Close
✨Month End Close: Transaction Review✨ and Sticky Headers
We released two items of note this week:
- Month End Close: Transaction Review reports
- Sticky Headers on the Workflowtable
Month End Close: Transaction Review
Our first set of
Month End Close
reports are now live!With our Month End Close: Transaction Review reports, you can:
- Automatically flag transaction errors
- Ask clients about specific transactions
- Edit transactions within Financial Cents
- Push those changes to QuickBooks Online
- Manage the file review from within FC Projects
In the future, we plan on adding additional reports around Vendor & Entity Review, Account Reconciliation, and Quality Control -- stay tuned!
To learn more about Month End Close, you can either:
Sticky Headers on the
Workflow
TableNow, the header of the
Workflow
table "sticks" so that when you scroll down far enough, you're still able to view and use the filters and search bar.
This makes it easier to manage your view, regardless of where on the page you're currently looking.