Close Assignees (Preparer/Reviewer/Manager)
Close Assignees help manage and track which users are responsible for each client’s close.
There are three default roles that can be assigned per client: Preparer, Reviewer, and Manager.
Preparer – responsible for completing the initial bookkeeping work
Reviewer – reviews the preparer’s work and may deliver financials
Manager – ultimately accountable for the client’s close
You can enable any combination of these roles based on your team’s workflow.
The client list
The close page
Task templates
Enable close assignees
Close assignees are part of the month-end close workflow and a practice-wide setting.
To enable close assignees,
Go to Practice Settings (⚙️ icon)
Select Practice Management
Select the Workflows tab
Under Monthly close settings, enable each role as needed
Renaming close assignee roles
Changing close assignee role names is easy.
Once close assignee roles are enabled, simply toggle the "Override assignee labels" option in your Practice Settings, adding the new role names from there.
