CloseSpeed

Journal Approval Reminder

Nudges approvers about manual journals that have been waiting more than two days.

Part of Month-End Close Checklist

Tools

Workday Financials, NetSuite, Microsoft Dynamics 365 Finance

Outcomes

Journals approved within two days • Fewer manual entries left for the last day

Documentation

Instruction-ready detail below

<in:schedule>Every business day at 4:00pm</in:schedule>, pull <in:spreadsheets>pending journal approvals</in:spreadsheets> and <email>email</email> each approver the amount and age of what is waiting on them.

Instruction file

<in:schedule>Every business day at 4:00pm</in:schedule>, pull <in:spreadsheets>pending journal approvals</in:spreadsheets> and <email>email</email> each approver the amount and age of what is waiting on them.

Setup requirements

Tools

Workday Financials, NetSuite, Microsoft Dynamics 365 Finance

Trigger

Every business day at 4:00pm

Setup time

10 minutes

Other automations in this workflow

Blocked Task Alert

Warns the owner when a close task cannot finish because a task it depends on is still open.

Close Date Risk Check

Compares remaining close work against the days left and warns when the date will not hold.

Close Status Digest

Sends the close owner the list of open tasks by day, with anything already past due first.

Related workflows

Bank and GL Reconciliation

Match every bank and card statement line to a ledger entry and clear the residual difference before reporting.

Financial reporting

Produce the management pack from closed figures that tie to the ledger, with every line traceable to the transactions behind it.

Audit prep

Collect audit evidence while the period is still open, so the request list stays short and no figure has to be rebuilt after it is asked for.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

•Plain-language instructions
•Runs on your machine
•Works with your existing setup
•Reviewable activity history

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