Set up your close steps
Each company has its own list of close steps. Every new checklist starts from it. Ledger Doctor comes with built-in steps for the usual GP close, including the quarter-end and year-end steps in each module. Approvers can change the list; everyone else can see it.
Open the steps
On the Close page, choose Close steps. Steps are grouped by when they appear:
- Every close.
- Quarter end (also at year end).
- Year end only.
- Turned off: steps that never appear on a checklist.
Tags on each step say whether you added it ("Added by you") or changed it ("Edited"), whether it only applies when a GP module is installed, what verifies it, and what it waits for.
Change a step
- Up and Down change the order.
- Edit changes the title, section, details, due date (business days after the period end), assignee (picked from the people who can complete tasks in this company; see who can be assigned), how often it repeats, and which step it waits for. Choose Save.
- Turn off keeps a step off future checklists. Turn on brings it back.
A step can wait for one other step. A step can't wait for itself, and steps can't wait for each other in a circle.
Add a step
Fill in Add a step at the bottom: title, section, due date, assignee, details and Repeat (Every close, Quarter end, or Year end only), then choose Add step. Check Also add it to open checklists to put it on the current close too.
Changes apply to the next checklist you start. Checklists already started keep their tasks.