Close checklist: manage month-end close across clients

Overview

The Close checklist tab is where you can manage your clients' month-end close.

There are three main sections in the tab:

• All tasks: visualize all tasks across clients, whether grouped by Client or by Status.
• Assigned to you: similar to above but filtered down to tasks assigned to you.
• Clients: enter a multi-client checklist user interface that lets you click through clients, view tasks, and execute them.