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2min

Task Types

Closing Tasks

  • Closing tasks are any tasks that you do as part of the month-end close.

Non-Closing Tasks

  • Non-closing tasks are any task that is not associated with a close.

Firm Tasks

  • Firm Tasks is a place where you can track all the work for your firm that's not client-related.



Updated 24 Mar 2022
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TABLE OF CONTENTS
Closing Tasks
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Firm Tasks