Close calendar & other tools
Beyond users and integrations, the Admin area includes several tools for configuring and governing your close. What you can access depends on your role.
Close calendar & holidays
Configure your organization's close calendar and holidays so due dates land on the right working days. Calendar type (standard vs. retail) and business-day handling are set per workflow. See Setting up a workflow.
Tags
Create and manage tags to categorize checklist items and reconciliations. Users can then filter task lists by tag. This is useful for workstreams, assignees, or review stages. See Checklist items.
Report templates
Save report configurations as report templates so your team runs consistent reports each period.
Rules & automation
Administrators can configure rules that automate parts of the close:
- Assignee rules: automatically assign tasks to users (drives the "auto task assignment" notification).
- Auto-reconciliation rules: automatically reconcile qualifying accounts.
- Monitoring rules: flag transactions for transaction monitoring.
- Journal-entry rules: generate journal entries for agent tasks.
Audit logs
View and export audit logs to see who did what and when. This is helpful for SOX and external audit support.
Billing
View your subscription and seat usage, and (with the right permission) manage your subscription and payment settings. Note that the System Admin role doesn't count toward user limits. See Roles & permissions.
Some of these tools are gated by specific permissions and by which features are enabled for your account. If you don't see a tool you expect, check your role or contact your account manager.