Tasks, workflows and approvals
Period close, adjustments and data reviews follow defined workflows with tasks assigned to the right people and progress visible to everyone.
Month-end is a sequence of steps, not a scramble. MAX assigns tasks for data checks, reconciliations and sign-offs, records who completed each one, and locks the period once it is approved.
- Configurable workflows for period close and adjustments
- My Tasks view for each user, with notifications
- Period locking after approval to protect reported figures
- Projects and tasks for improvement initiatives
More MAX4METS features
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