Guides by role

Staff manager

You run the close for the team: you see everyone’s work and can move any task on.

What you can do
  • See and comment on every task
  • Take any task to its next step or sign it off, whether or not you hold the role
  • Reassign a single task to someone else
  • Create and delete closes
  • See team reports: workload, on-time sign-off, ageing, GST at risk

Start here

  1. Use My WorkareaYour list of what is due today, tomorrow, this week or this month, in every company.
  2. Create and run a closeStart a month’s close for one or several companies, add tasks and follow progress.
  3. Reassign a single taskStaff managers can hand one task’s preparer, reviewer or approver to someone else.
  4. Prepare, review and approve a taskHow a task moves from Not started to Approved, and how to send it back or reopen it.
  5. Pending and reportsSee every open task by due date, and report on progress, workload, ageing and GST.
  6. Reconcile the balance sheetImport the trial balance into a close and back every balance with open items.
  7. Connect TallySend ledger balances from Tally to a close with no file to export.

Also useful

Sign in to CloseDeskSign in with your email and password, or with Google or Microsoft.Set up two-factor sign-inAdd a 6-digit code from your phone to your sign-in, and keep backup codes.Your profile, password and activityChange your name, email or password and see your own sign-ins.Contact CloseDesk supportOpen a ticket from inside the app, or email us.Comments, @mentions and attachmentsDiscuss a task in place, bring a colleague in and attach workpapers.Invoices, parties and GSTR-2B matchingKeep supplier and customer invoices, and match your purchases to GSTR-2B.Bring in balances from Zoho BooksConnect Zoho Books, or import its trial balance and chart of accounts exports.

Several levels? You get everything each one allows, with one sign-in. See access levels.