Question 1

Connect Easy Month End to Xero

Accepted Answer

|| Xero Connection is currently in Beta - please get in touch with us if you have any issues!

To connect your Easy Month End Account to Xero first choose the "Settings" cog in the left hand menu and then click "Connections".

Connection Settings

Click "Connect to Xero" and choose which Xero Organisation you'd like to connect to Easy Month End. Click "Allow access"
Easy Month End will now synchronise some information - you may briefly see a loading screen, then a list of all the Xero Organisations you're currently connected to.
You can now match your Easy Month End Entities with your Xero Organisations by clicking Settings > Entities and then Edit Entity. Choose the correct Xero Organisation from the "Connected Xero Organisation" select box.

You may also like to know how to Connect another Xero Organisation or [Disconnect Xero from Easy Month End](/en/article/disconnect-xero-from-easy-month-end-1o5znun/

Question 2

Different Task Types

Accepted Answer

When creating a task you can set it to repeat on a regular schedule, or be a one off/ad-hoc (non-repeating) task.

Recurring Tasks

For repeating tasks, you can set a task to repeat every Month End, Quarter End, Half-year, Year End, Daily, Weekly, or two weeks (fortnightly).

Month End: These tasks will recur every month end
Quarter End: These tasks will only occur on your quarter ends. The quarter end date is derived from the year end date you set for each company. For example, if your year end is 31-Dec, then your quarter ends will be Mar, Jun, Sep, & Dec. Any quarter end tasks will appear in your normal month end checklist for the relevant months.
Half Year: These tasks will only occur every half year. Half year date is derived from the year end date you set for each company. For example, if your year end is 31-Dec, then your half year will be Jun, and the tasks will only appear at this time. Note, they will not appear at your companies year end. Any half year tasks will appear in your normal month end checklist for the relevant months.
Year End: These tasks will only occur on your companies year end date. Year-end date is derived from the year end date you set for each company. Any year end tasks will appear in your normal month end checklist for the relevant months.
Daily: These tasks will occur every day that you select (you will be given the option Mon-Fri), so these tasks can ever week day, or only certain days. For example yo

Question 3

Delete a Task

Accepted Answer

As you work, you may no longer need to perform certain tasks (yay for less work).

To remove a task, navigate to Settings > Tasks, select the "…" icon to the right of the task and select Archive.

Once a task is Archived it will no longer appear in any future periods, however all your previous checklists will remain unchanged in order to preserve your audit evidence.

You can view all your tasks that have been archived at any time, they are visible at the bottom of the screen under the Show archived tasks option.

Question 4

Edit a Task

Accepted Answer

Tasks can be edited at any point in time. You can make any changes, or if easier just archive the task and create a new one, refer to the article on how to delete a task.

Whenever an edit is made to a task, the change will only reflect in future periods. All past periods and tasks will remain as they are in order to preserve your audit log.

Tasks can be edited from two different locations, from the Settings, or from a month-end or daily checklist directly.

Editing a task from Settings

In Settings > Tasks, select the "…" icon to the right of the Task and choose Edit this will open up all the fields in a side window for you to edit and save.

All edits to a task will only be applied to current and future periods, no historic periods will be impacted or changed. This is to ensure that adequate audit evidence is maintained.

Editing a Task from the Monthly or Daily checklist

In the Monthly checklist or Daily checklist, click the More > button on the task you want to edit.

In the task summary box, click Edit task

This will open up all the fields in a side window allowing you to edit and save the changes without having to navigate away from mont

Question 5

Add, Edit or Remove a Company or Entity

Accepted Answer

As the companies your team looks after change, you can easily update Easy Month End to reflect these changes.

You can add, edit, and archive a company from either the settings screen, or when creating a task.

Add a company from the Settings screen

Go to Settings > Entities and then New Entity.

When creating a new entity, you will need to enter the company's name, country and year end. You can also give the company a short name, and connect your entity to Xero for automated task signoff.

Legal Name: This is the full name of your company
Short Name (optional): This is the name that will appear on your checklist and anywhere else that the company name is referenced in Easy Month End. Handy for all those companies with long names.
Country: The country the company is registered in.
Year End: This is your company's financial year end. This will drive the determination of when quarter end, half year and year end tasks appear in your checklists.
Connections: We currently offer connections to Xero (more coming), which allows for automated task sign off once an action is completed in Xero. This is currently only available to our Beta testers. If you would like to know more or want to join our Beta testing group then please reach out to us at help@easymonthend.com.

**Edit or ar

Question 6

Create a One-off Task

Accepted Answer

You can create a one-off (referred to as non repeating) task and assign it to any team member. These are great for small items that need to be captured but don’t form part of your normal month end close process.

One off tasks can only be created in the period that they relate to. This means you need to be in the Monthly or Daily Checklist, depending on where you want the one off task to sit.

Daily One-off Tasks

For one off tasks to appear in the daily checklist, select the New task button.

In the Repeats every drop down menu, select the Don’t repeat option. The remainder of the task set up is the same as other recurring tasks.

Monthly One-off Tasks

For one off tasks to appear in the monthly checklist, select the New task button.

In the Repeats every drop down menu, select the Don’t repeat option.

All One off / non-repeating tasks will still contribute to all tracking and performance metrics associated with the month end/entity/area that they are allocated to.

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