Foundation 2.5

Month-end in six steps

Close the month in six steps, with the entries behind every number one click away.

Each step says what to do next, and problems to fix stay apart from decisions to review.

What it does

.01
Six steps
The close follows six steps, each with a clear next action.
.02
Fixes apart from decisions
What needs preparing is kept separate from what someone has to review and decide.
.03
The entries behind a number
Open the exact entries behind a warning on the P&L, and expand revenue by client, delivery cost by project and person, and overhead by category.
.04
A record of each review
When someone approves a close they prepared, they record a reason, and the decision stays in the audit history.

Earlier release: Papercuts