Guides by role

System configurator

You look after how CloseDesk is set up for each company, without doing close work.

What you can do
  • Company profile, working calendar and close schedule
  • Functional areas and roles
  • Chart of accounts and the Tally connector
  • Close templates

Start here

  1. Company profile and working calendarFiscal year, registrations, working days, holidays and the close schedule.
  2. Set up functional areas and rolesChoose who prepares, reviews and approves in each area, in one or many companies.
  3. Close templatesKeep your checklist as a template: tasks, areas, working days and dependencies.
  4. Set up the chart of accountsDecide which accounts are on the balance sheet and how each one is reconciled.
  5. Connect TallySend ledger balances from Tally to a close with no file to export.
  6. Bring in balances from Zoho BooksConnect Zoho Books, or import its trial balance and chart of accounts exports.

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.Set up registrations and reconciliation sectionsStatutory registrations with payment and reconciliation frequencies, section frequencies, and the account mapping.

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