Here we provide a list of typical monthly, quarterly, semi-annual and yearly financial processes at a starting point for your business. Use this as a detailed checklist of the steps you need to take, tailoring it to fit your business requirements.
Once you've got it set up to meet your requirements, save it as a "My Template", and you and your team will have consistent Financial Processes. You might even want to save each Stage as a separate Pathway in case different teams work on different actions during the yearly financial cycle. Don't forget to set tasks as "recurring" to automatically remind you of the steps required each month, quarter and year end!
