fast close manager screenshots, improve your cashflow and have a great roi
TRANSCRIPT
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Fast Close Manager Screenshots
Examples of an efficient closing and reporting process
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What is Fast Close?
Fast Close is “getting the financial statements in 5
days or less at the stakeholders desk”
Fast close is the reward for a well structured
and organized Finance organization
The result of Fast Close is a fast, reliable and less expensive set of financial statements
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We have created Fast Close Manager
To facilitate and monitor the financial closing process in an easy and well documented way,
So that anyone can benefit from our experience
What is Fast Close Manager?
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All finance processes are stored in a master task repository
called
Company Master tasks
Hw do you control your finance processes with Fast Close Manager?
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Task management in FastCloseManager
DAILY OPERATIONCompany Tasks = actuals vs budget
ANALYSIS AND REPORTSProgress and performance, audit trail
Incidental updates – Dashboard and
alerts
Task completion,
audit and review tasks
Task repository
Permanent changes
Start Process
MonitorProgress and performance
SET UPMASTER TASKS
5 processes: Closing, Forecast, Budget, PBC, External reporting
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Task management in FastCloseManager• 5 processes: Closing, Forecast, Budget, PBC, External reporting
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Task management in FastCloseManager• Master tasks - detail
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Task management in FastCloseManager• Progress , status in 1 view
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Deploy a new set of tasks for period end closing, quarterly reporting, annual
closing, budget or forecast are started
from the Master tasks set
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Task management in FastCloseManager• Start a new process
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Task management in FastCloseManager• Actual tasks, process is started
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Task management in FastCloseManager• Task completion
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Task management in FastCloseManager• Auditing tasks
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Task management in FastCloseManager• Holding – detailed information on task status
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Document management with metadata
How does document management work in Fast Close Manager?
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Aggregate data at the holding:
Every holding is different. It is optional.
It can look as:
Can I see al documents on holding level?
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Document management in FastCloseManager• Holding – documents per company
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Document management in FastCloseManager• Entity – financial documents
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Document management in FastCloseManager• Entity – auditor’s findings
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Document management in FastCloseManager• Termstore – the power of Metadata
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Document management in FastCloseManager• Termstore – the power of Metadata - 2
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Document management in FastCloseManager• Termstore – the power of Metadata - 3
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Balance files contain these options• Copy documents from• Period to period, forecast or budget• Central library and libraries for auditors and stakeholders• Dynamic filters• Find without search for documents
What makes Fast Close Manager unique?
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Document management in FastCloseManager• Features
• Select documents
• Selct you copy action
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Help is available
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FastCloseManager – how toIntegrated help function
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Connect with our Fast Close expert André Salomons• Author of the book
• From Slow Close to Fast Close
• Public speaker about Fast Close and SharePoint• Blogger for various publishers• Contact him at (00)31-6251016829 (C.E.T.) for further
information on • Fast Close deployment, • Fast Close courses, • Fast Close books, • Fast Close projects etc.
• Read his publications / blogs on: http://andresalomons.nl/top/
• Visit: http://www.fastclosemanager.com
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A digital workplace for financials
Registered tradename - Financial Suite®
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http://andresalomons.nl
Financial Suite® digital workplace
Office 365 CloudOn premises
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http://andresalomons.nl
Fast Close tool
Fast Close – Holding proces
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Financial Suite® digital workplace