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Your Comprehensive Guide to Period-End
Struggling to keep track of everything needed for a smooth month-end close? Stop relying on memory, scattered notes, or outdated checklists. Get a clear, structured, and repeatable process designed specifically for SyteLine users.
This customizable Excel checklist includes every possible close task—so you can eliminate guesswork, reduce errors, and ensure nothing falls through the cracks.
What's Included
✓ Comprehensive Close Checklist – Covers all potential forms, features, and utilities available in SyteLine.
✓ Fully Customizable Excel Format – Add, remove, or adjust tasks to match your specific process.
✓ Beyond SyteLine Tasks – Need to track steps outside of SyteLine? No problem—just add them in!
✓ Streamlined Organization – Tasks are already grouped by category. Just assign responsibilities and simplify your close process.
✓ Access to Future Updates – As SyteLine evolves, so will this guide! You'll get access to updated versions as they're released.