Finance teams

Month-end is here. Which document is still missing?

An invoice is missing, and two people have already asked for it. Use GGyess to assign the follow-up, set a review date and see what needs checking. Your accounting system keeps the official records.

Start for free See how it works

Work Hub table showing dates, priorities and statuses in columns. — Use the date and status columns to review the close tasks that still need attention.

Step by step

Coordinate the work behind the monthly close

Build a checklist of the supporting documents and reviews due.
Assign each item and organize supporting files by period.
Record review outcomes and follow up on missing information.

A formula adds two values in a GGyess spreadsheet. The function menu includes sum, average and count.

Finance teams

In day-to-day work

Keep the figures close

Keep expected amounts, assumptions and totals in a spreadsheet. When a figure comes up in a review, the team can return to the same numbers.

The file that goes with the task

Keep source files in storage and attach the relevant one to the task. The person starting work can open it with the instructions.

Break down a larger task

Put quick checks on the main task. If a piece of work needs its own status, make it a subtask so people can follow its progress.

Before you start

A few good questions.

What should stay in our accounting system?

Keep your general ledger, reconciliation, payment processing and official financial records in your accounting system. Use GGyess for deadlines, owners and supporting work.

Can I do calculations in a document?

Choose a Sheet document for cells and formulas such as SUM. Use Text or Page for narrative material.

GGyess WorkSuite

Know what’s missing and who can help before the close.

Start on the free plan. Invite your team when you’re ready.

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