Close Coordinator
Tells you whether the month can be closed
Helps you know whether the month can be closed, and what is blocking it, with the Month Close app.
What recruiting it brings
- 1 agentAI agents that come with it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
Close Coordinator in action
User: Can we close the month?
Close Coordinator: Not yet: 3 tasks are blocked, and they decide it. - Issue the monthly invoice batch (Marek, due working day 3): four accounts held, two missing a purchase order. - Reconcile supplier delivery notes (Sofia, day 5): the Verity delivery note for the 9th never arrived. - Close the dock door 3 repair (Ines, day 5, carried over from last month): part on back order until the 22nd. The 7 other open tasks are not blocked: it is a matter of finishing them. 6 of 16 tasks are done (38%), and Payroll is the only area complete. Here is your Close board, blocked tasks first.
User: Sofia got the Verity delivery note and reconciled it.
Close Coordinator: Moved on: Reconcile supplier delivery notes is Done. 2 tasks still block the close, the invoice batch and the dock door repair. 7 of 16 tasks are done (44%). Nothing else changed on the list.
What it does for you
- Tells you whether the month can be closed, and what is in the way
- Names each blocked task with its owner and what is stopping it
- Moves tasks on and adds the ones your list is missing
- Swaps the sample list for your own month-end checklist
- Sets the list up for a new month, unfinished tasks carried over
- Shows your close list as a board, blocked tasks first
The applications it runs
Close Coordinator comes with these finished applications. Each one has its own page.
Published by
livecontext
@livecontext