📣 Please vote (for Idea WAP-I-8007) if you'd like to see Aspire's EOM Checklist become a true month-end workflow tool!
Our accounting team would love to use Aspire's built-in End-of-Month Checklist instead of maintaining a separate Excel spreadsheet. Unfortunately, the current checklist is too limited for teams that collaborate on the close process.
Some enhancements that would make it far more valuable include:
- ✅ Customizable checklist items and sections
- 👤 Assignment of tasks to specific users or roles
- 📝 Task instructions and notes for each step
- ✔️ Separate Completed and Reviewed statuses to support internal controls
- 📊 Progress tracking showing who's responsible for what and what's still outstanding
These improvements would allow many organizations to manage their entire month-end close within Aspire, improving accountability, consistency, and adoption while eliminating the need for external spreadsheets.
If your finance team has run into similar limitations, I'd really appreciate your vote for Idea WAP-I-8007.
Thanks for your support!
