Streamline your month-end close procedures by combining Tango’s desktop app with Microsoft Excel! In this step-by-step tutorial, we demonstrate how to create detailed visual procedures for rolling forward data and updating lead sheets. Learn how to manage both online and offline apps seamlessly while keeping your documentation clean and easy to follow.
What You’ll Learn:
• How to use Tango’s desktop app for offline applications like Excel.
• Tips for managing and simplifying steps when working offline.
• How to create and update lead sheets for month-end close processes.
• How to link procedures to QuickBooks and Excel for easy access by your team.
• Best practices for using Tango’s “pause” feature to avoid redundant steps.
This video is perfect for accounting and finance professionals who want to create clear, repeatable processes that save time and reduce errors.
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Learn more about Tango's visual SOP features here: www.auditfriendly.co/software/tango