Month-End

The Month-End tool is a module that simplifies the process of closing Month/Year-Ends by providing a systematic approach that helps you and your team complete all critical tasks in a shorter amount of time with less effort.

 

This tool includes a Master Checklist with procedures that guide you through the closing process, ensuring that you follow the correct sequence of steps and capture any anomalies along the way. The Master Checklist contains a collection of microlearning activities, such as videos, standard operating procedures, recommendations, and tips. You can use these activities to continuously grow and improve your understanding of how the tool works and create your own customized Monthly Checklist.

 

In addition, the tool features embedded dashboards that allow you to quickly assess the progress and achievements of individual users and follow up with those who need help.