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Support for Balance Sheet Reconciliations & Task Management

Easy Month End

Reallocate a Task

Create a Recurring Task

Using Filters

Create a custom filter

View all your Tasks

Check a Task's Audit Log

Edit a Task

Delete a Task

Check the Progress of your Daily or Weekly Tasks

Different Task Types

Signing off Tasks

Check your Month-End Progress

Change or Edit an Area

How to set up your month-end, year-end, or even daily tasks

Checklists & Tasks

Remove / Reset Balance Sheet after Excel Import

Uploading your Balance Sheet Reconciliations

Bulk Reconciliation Upload

Import your Balance Sheet via Excel

Setting up your Balance Sheet Reconciliations

Automatic Reconciliation Balance Detection

Complete & Lock your Reconciliations

Update your Balance Sheet (Excel Upload)

Balance Sheet Sign-offs

Manage your Balance Sheet Reconciliations

Reconciliations

Creating a new Scratch Pad

Edit a Scratch Pad

Remove Completed Scratch Tasks

Archive a Scratch Pad

Complete a Scratch Task

Create a new Scratch task

What are Scratch Pads?

Assign a Scratch Task

Scratch Pads

Refresh your Balance Sheet from Xero

Removing Your Xero Connection

Disconnect Xero from Easy Month End

FAQs About your Xero Connection

Linking a Xero Organisation to an Easy Month End Entity

Connect Easy Month End to Xero

Your Xero Data

Single Sign On (SSO) with Xero

Connect Easy Month End to your Xero Organisations

Xero

Getting Started with QuickBooks Online

Linking a QuickBooks Organization to an Easy Month End Entity

Refresh your Balance Sheet from QuickBooks

QuickBooks Connection FAQs

Removing your QuickBooks connection

Connect Easy Month End to your QuickBooks Online Orgs

QuickBooks Online

Teammate Roles

Email Notifications

Notifications

Add Auditors to Your Workspace

Adding or Removing a Team Member

Two Factor Authentication

Changing a Team Member's Role

Team Management

Change your Working Days

How do I get copies of my invoices and receipts?

Change your Work Week

Add Additional Accounts

Switch Between Accounts

Add, Edit or Remove a Company or Entity

Account & Billing

Updates

Status

Log in

Find answers and get help from Intercom Support and Community Experts

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