FloQast Close Best Practices

Learn best practices to optimize your close.

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About this course

Course Description

FloQast Close provides a single place for your team to manage month-end close tasks, enhance accountability, improve accuracy, and collaborate effectively from anywhere. In this course, FloQast Users and Admins will build on their foundational knowledge to optimize the Close Workflow. This course is part of the FloQast Close Best Practices program.

Course Instructions

To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.

Learning Objectives

  • Utilize FloQast for visibility into bottlenecks and drive efficiencies in their close management process
  • Utilize FloQast to reduce days to close
  • Identify different controls and organizational efficiencies available within FloQast
  • Recognize best practice use cases of FloQast to prepare for an audit

Recommended Prerequisites

FloQast User Foundations or FloQast Admin + Manager Foundations

Curriculum52 min

  • Course Content
  • Organizational Efficiencies
  • Completeness and Accuracy
  • Knowledge Check
  • Reducing Days to Close - Team Management
  • Reducing Days to Close - Automation
  • Audit Best Practices
  • Knowledge Check
  • Wrap Up
  • Share Your Feedback!
  • Next Steps

About this course

Course Description

FloQast Close provides a single place for your team to manage month-end close tasks, enhance accountability, improve accuracy, and collaborate effectively from anywhere. In this course, FloQast Users and Admins will build on their foundational knowledge to optimize the Close Workflow. This course is part of the FloQast Close Best Practices program.

Course Instructions

To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.

Learning Objectives

  • Utilize FloQast for visibility into bottlenecks and drive efficiencies in their close management process
  • Utilize FloQast to reduce days to close
  • Identify different controls and organizational efficiencies available within FloQast
  • Recognize best practice use cases of FloQast to prepare for an audit

Recommended Prerequisites

FloQast User Foundations or FloQast Admin + Manager Foundations

Curriculum52 min

  • Course Content
  • Organizational Efficiencies
  • Completeness and Accuracy
  • Knowledge Check
  • Reducing Days to Close - Team Management
  • Reducing Days to Close - Automation
  • Audit Best Practices
  • Knowledge Check
  • Wrap Up
  • Share Your Feedback!
  • Next Steps