Month-End Close Checklist

Workspace

Dashboards Financial Reports Custom Reports Variance Report Month-End Close Forecast AI Analysis

Setup

Data Financial Structure Settings

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user@ksa.com

Finance · Month-End Close Checklist

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Disclaimer: Based on IFRS/GAAP best practices and publicly available regulatory guidance for UAE, KSA, EU and GCC as of 2024-2025. For reference only - not legal or tax advice.

Set deadline

Add new section

Section name

Period

Confirm delete

Manage Users

Add an email address so reminders can be sent automatically.

Email Settings (EmailJS)

Reminders are sent via EmailJS (free, up to 200 emails/month). Setup takes 3 minutes:

1

Go to emailjs.com → create a free account → Add New Service (connect Gmail or Outlook) → copy your Service ID

2

Go to Email Templates → Create Template. Use these variables in your template body:
{{to_name}}, {{task_name}}, {{section_name}}, {{deadline_date}}, {{days_left}}, {{checklist_url}}
Set To Email field to {{to_email}} → copy your Template ID

3

Go to Account → General → copy your Public Key

Service ID

Template ID

Public Key