90 seconds to a faster & easier month-end close

Post on 09-Jan-2017

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90 Secondsto a Faster & Easier

Month-end Close

Step 1 (10 seconds)

Create a new list in aloomer

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

Step 3 (30 seconds)

Delegate the list or specific accounts to those preparing subledgers, reconciliations & analyses

(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

boss@acme.com: 2015-12-13 09:17:04

tara@acme.com: 2015-12-14 14:50:53

Step 4 (30 seconds)

Download the Summary, Comment Index and Zip File with all files organized & referenced

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