- Course Content
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Course Intro
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User Navigation
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Checklists and Filtering
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Performing Reconciliations
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Roll Forward Documents
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Using Review Notes
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Leveraging the Dashboard
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Profile Settings and Notifications
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Accessing Help & Resources
- Wrap Up
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Share Your Feedback!
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Next Steps
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Using FloQast
Course 2 of 4 in New Users
Ready to now learn how you will use FloQast for your first close? We will show you everything you need to know.
Course Description
This course will introduce you to all of the basic functionality you will be leveraging as a user of FloQast. It will cover completing reconciliations and checklist items, leveraging review notes, customizing notifications, and more. Upon completion, you will be equipped to find and execute all of your assigned tasks in FloQast and will be on your way to a faster and more efficient close process!
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objectives
- Learn how to complete assigned checklist items
- Understand how to upload, link, and sign off on reconciliations in FloQast
- Identify where to go for additional help and resources
Recommended Prerequisites
What to Expect for FloQast Users
or
Admin + Manager Basics