Restaurantware — Month-End Close

Team Members

	Name / Email	Role
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Period Data

Periods that have sign-off or custom task data stored. Clearing a period permanently deletes all its data.

Period	Sign-offs	Custom Tasks
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Rollover Templates

Apply your saved task templates to the currently active period, skipping tasks that already exist.

QB Variance Threshold

Flag recon rows where |QB Balance − Excel Balance| exceeds this amount. Leave blank to disable.

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Reconciliation Accounts

Assign QBO accounts to categories. Accounts appear in the Reconciliations tab with the same preparer → reviewer sign-off flow.

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Recurring Task Templates

Templates are rolled over to any period on demand. They won't overwrite tasks that already exist.

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⚙ Settings