How the month-end close is going

The close, item by item.

The Accountant keeps a running checklist for the month-end close and says what is left and who it is waiting on.

In

Faton asks in a Slack message at 16:45: ‘how’s the October close going?’

Out

Done

34 of 41 done, with what is left and who each item is waiting on.

What it does

It keeps the whole close in one list.

01Tracks all 41 items of the close
02Asks card holders for missing receipts
03Shows who each open item is waiting on
04Records the domain renewal under IT when Faton explains it

When it asks you first

It asks about what it can’t know.

Asks you about payments it can’t match on its own
Leaves bills that need approval with the person who approves them

What you see

Faton sees the checklist update as items are done. Every action is logged and can be undone.

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