Reconciliation Dashboard in FloQast

tylerzoll Approved! Accountant Posts: 430 Expensify Champion

If you are a FloQast user there is a new feature that allows you to add links to your closeout items. One of my month end check list items is to review outstanding expense reports. I saved a link to the company reconciliation dashboard to the checklist in FloQast. That way I can jump right to the reconciliation dashboard when I am reviewing the items to close out. Also, other admins have the ability to jump right over to that page as well.

All you have to do is edit the description for the checklist item in FloQast and paste in the following link: