Closing the month in two days From timesheet cut-off to a filed month
Chapters
Skip to the part you need
Each chapter stands on its own if you only care about one stage of the close.
00:00
Why month-end takes two weeks
Where the time actually goes, measured across a dozen finance teams.
04:20
Closing the timesheet window
Approvals, late entries and the cut-off that makes the rest possible.
11:35
Raising invoices from approved work
Generating a run from hours already signed off, with nothing re-keyed.
19:10
Chasing without nagging
Reminder schedules, escalation and what to leave to the system.
26:45
Reconciling payments
Matching receipts against invoices, and the exceptions worth a human.
33:15
Expenses and purchases
Pulling the other side of the ledger in before you report on it.
38:40
The two-day close
Putting the pieces in order, and what to automate first.
Also available
Take the checklist with you
Month-end checklist
The running order used in the session, as a one-page checklist you can work through inside your own trial.