Coming soon — Timeline
Period timeline and milestone tracking
| ☆ | Entity | Status | Expected | Actual | Preparer | Reviewer |
|---|
Summary
By Owner
Trend — All Periods
Entities
Each entity has its own set of close periods. Shared templates (no entity assigned) appear for all entities. Deactivate an entity only after closing all its open periods.
Users
Preparer / Reviewer workflow: The first person to work a task becomes its preparer. Any other user can approve or reject once it’s submitted for review. Reviewers cannot approve their own work.
Task Templates
Roll New Period
Creates a new close period and copies all active task templates into it.
Recalculate Due Dates
Recalculates due dates on existing tasks using the current template offsets and holiday calendar. Only tasks linked to a template are updated; manually added tasks are skipped.
Holidays
Holiday dates are excluded from business-day calculations when computing task due dates.
Download Backup
Downloads a complete copy of your current database.
Automatic Backup History
Daily backups are kept for 7 days. Weekly backups are kept for 4 weeks. Backups are saved on this server — download regularly for offsite safety.
Restore from Backup
⚠ Restoring will replace ALL current data. A safety copy will be saved first.
Only restore .db files from this app.
Task Assignments
Use the dropdowns below to assign owners to tasks in the selected period. Changes take effect immediately.
Coming soon — Variance Analysis
Month-over-month account balance changes
Coming soon — Analytics
Close performance trends and insights