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"
J
Jessica Dion
Will Hepworth Curious if you deliver your December reports at the same time as year end? Since we try to stay on track with completing our December reports just like other months, we prefer to close December as we normally would but sometimes (or most of the time) we will have year end tasks to be completed through the month or that we're held up by client on, before we finalize year end reports - which I create outside of Double. So I'm just curious how you might separate the two when tracking within the December close? Hopefully I'm making sense!