90 seconds to a faster & easier month-end close
TRANSCRIPT
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90 Secondsto a Faster & Easier
Month-end Close
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Step 1 (10 seconds)
Create a new list in aloomer
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Step 2 (20 seconds)
• Open your latest trial balance in Excel® or almost any format
• Copy account numbers and/or names – then paste into the new aloomer list & click
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Step 3 (30 seconds)
Delegate the list or specific accounts to those preparing subledgers, reconciliations & analyses
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(Cue Jeopardy!® Theme)
• Watch the dashboard to know whento crack the whip
• Perform normal reviews using comment function rather than email & mark items complete when finished
[email protected]: 2015-12-13 09:17:04
[email protected]: 2015-12-14 14:50:53
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Step 4 (30 seconds)
Download the Summary, Comment Index and Zip File with all files organized & referenced