Admin Training Greenlight Flashcards
Which application is helpful to review prior to admin training to remind yourself of client-specific details (ERP, cloud storage, added modules, milestones, important communications)?
Gainsight
Where do we document goals we’d like to incorporate into the training as well as some prepared suggestions we can propose to the client?
Pre-Training Reminders section of the Admin Training note in Gainsight
Where can we record tasks to be completed as a result of the admin training (e.g. updating holiday calendar, requesting AutoRec docs, setting up account groups)?
Gainsight
When do folder replications take place for a new month in FQ?
1st calendar day of the month
Can ATCs share the FQ cloud storage folder with a client’s user list?
No, this needs to be done by the owner of the FQ folder (clients IT or champion)
Whoever initiates the cloud storage integrations in the Setup Link will be the owner of the FQ root folder in the cloud storage environment. This is who needs to share the folder with the rest of the users.
When a folder is locked in FQ, does it also automatically get locked in Cloud Storage Providers? Does it work the same for all Cloud Storage providers?
Depends, not all CSP have this as an innate capability. However, we have a feature flag that can be enabled per clients request to allow any CSP to lock upon folder locking.
Google Drive, Box, and Egnyte have the ability to lock files upon folder locking in FQ automatically, each to a slightly different extent. However, if we enable the Folding Locking feature flag any CSP can have the ability to lock files down upon folder locking in FW per a client’s request. This is a great control to ask admins if they are interested in.
What types of users can run Completeness Check?
Admins and managers
Which accounts does FloQast check with the completeness button?
Just balance sheet accounts (per BS Pattern for TB Upload)
How does the Refresh button on Reconciliation Tab differ from the Refresh button in the Folders tab?
It brings the most up to date information (GL balances + rec workbooks)for all entities and process folders for the current period, whereas the Refresh button in the Folders tab just refreshes information in a single process folder.
What is the main difference between the summary tabs (Reconciliation and Checklist tabs) as the Folders tab?
The summary tab shows checklist tasks / recs across all process folders and entities, whereas the Folders tab shows checklist tasks and recs in one process folder and entity at a time
Which fields have to be the same in a grouped reconciliation?
All of them besides account number/description
Deadlines, assignees
When inserting a row to add a new checklist task or account reconciliation in the Excel export file, what is to be done with the Internal ID column?
Leave Blank
What does the multi-book reconciliation feature do for NetSuite and Intacct clients?
When a client wants to pull account balances from two different reporting books (i.e. Primary and Secondary)
The multi-book reconciliation feature will be used more when a new accounting standard is coming as clients will book-related entries in a secondary book first, before adjusting their primary books (i.e. ASC 606)
Can we reorder checklist items in other way than the default (by deadline)?
Yes, you can use the small gray arrows in the Checklist/Rec Admin Settings page to reorder the checklist items, but just within a given day.
Does “Allow Document Access” give Auditor access to FloQast folders in Cloud Storage Provider?
No, the client will still need to grant direct access to the FQ folder in the CSP if they want the auditors to directly access documents there.
Auditors can download documents directly from FQ regardless of whether or not the client has granted direct access to the FQ folder in the CSP if the “AuditorDirectFileAccess” feature flag is on.
