Plus, it’s quick and easy to change the look and feel of the table simply click anywhere on the table and go to DESIGN under TABLE TOOLS, then just select the color scheme of your preference. Formatting is automatically applied to new information. It will automatically expand to include a new record. The month-end close checklist is an excel table, giving you all of the benefits of a table with no macros. The Checklist – We created this checklist using one of our Open Items templates as a starting place. In the header we’ve included a date field, so the date the checklist is printed will be reflected automatically. This section will print at the top of each page automatically.
Highlight Option – select ‘Yes’ or ‘No’ to highlight items that have been flagged with an issue.Current Date – when the checklist was last updated.Checklist Title – Default is Month End Close Checklist.Top Section – The top portion of this template includes a location for the: This is only here to provide a visual of what it might look like during a close. The second tab is an Example of an in-process month-end close checklist. The overall timing as well as when specific activities are going to be performed needs to be tailored. When tasks are performed depends in large part on staffing, goals, and technology. The activities included in this listing are not all-inclusive, and they have not been designed to meet your specific needs, goals, fact pattern, etc. The first thing you will want to do is to go over the individual Sections and Activities to ensure these are the right ones for your month-end close. The first tab “Close Checklist” is a clean version of the checklist that doesn’t have owner, progress, date complete, or comments. General – The template comes with two tabs. We’ve also included some best practices to help generate ideas on how you can positively impact the month-end close process.
#Check off list template how to#
In addition to the free month-end close checklist template, you will find a simple guide with information on how to use the template.
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