Guides by role

Staff

You prepare, review or approve tasks in the functional areas where you hold a role.

What you can do
  • Work on tasks in areas where you hold a role in Settings → Roles
  • Comment and attach files on those tasks
  • See every other task and the close status, read-only
  • See reports: Overview, My work and Compliance calendar

Start here

  1. Sign in to CloseDeskSign in with your email and password, or with Google or Microsoft.
  2. Set up two-factor sign-inAdd a 6-digit code from your phone to your sign-in, and keep backup codes.
  3. Use My WorkareaYour list of what is due today, tomorrow, this week or this month, in every company.
  4. Prepare, review and approve a taskHow a task moves from Not started to Approved, and how to send it back or reopen it.
  5. Comments, @mentions and attachmentsDiscuss a task in place, bring a colleague in and attach workpapers.
  6. Pending and reportsSee every open task by due date, and report on progress, workload, ageing and GST.
  7. Reconcile the balance sheetImport the trial balance into a close and back every balance with open items.
  8. Contact CloseDesk supportOpen a ticket from inside the app, or email us.

Also useful

Your profile, password and activityChange your name, email or password and see your own sign-ins.Teams, leave and closing a taskLead, manager and staff; the leave calendar that brings due dates forward; and closing a task outside its steps.Invoices, parties and GSTR-2B matchingKeep supplier and customer invoices, and match your purchases to GSTR-2B.Reconcile payroll expense and paymentsCheck the payroll register against the books, and what payroll leaves to pay against the salary, PF, ESI, PT and TDS payments.Reconcile GST, TDS and TCS accountsCheck tax balances against GSTR-3B, GSTR-1, GSTR-2B, Form 26AS and challans.

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