Close Statuses allow teams to assign a status to each client’s close, providing a clear, high-level view of progress and ownership throughout the month-end close process.
For example, Close Statuses can be used as part of a handoff workflow, enabling QC managers to easily filter and review closes marked as Ready for Manager Review.
Customizing close statuses
To customize the list of close statuses,
Go to Practice Settings (⚙️ icon)
Click Practice Management
Click the Workflows tab
Under Monthly close settings, choose "Close status options"
Automatic status updates
In addition to being manually updated, a close status will automatically change from Not Started to In Progress when work begins inside the close.
When a task within a close is marked as completed, Double recognizes that work has started on the close and will automatically update the close status to In Progress. This helps ensure that closes reflect active work without requiring a manual status change.
Keep in mind:
This automatic update only occurs when work begins (for example, completing a task within the close).
Teams can still manually change the close status at any time to reflect their workflow.
Close status notifications
Set up optional custom email notifications to automatically alert team members when a close status changes.
From the "Close status options" in Practice Settings, assign a specific person or role to each status and they’ll receive an email notification whenever a close moves into that status.
For example, if a close is moved to “Ready for Manager Review,” the assigned Reviewer will be notified.
Note: Users won’t receive notifications if they were the ones who updated the close status themselves.
Close status reasons
Close Status Reasons allows the team to add more context to the client’s close process.
For example, when using a status like “Stuck,” there is an option to assign a specific reason to track what’s causing delays for that close.
Example
Updating the close to a new status prompts the user to choose one of two close status reasons.
Editing close status reasons
Go to Practice Settings (⚙️ icon)
Click Practice Management
Click Workflow
Click Close Status Options
Click on the Edit button in the desired cell
