End of Month Lists to Create for SAAS

This article includes the Advanced Search Formulas and Lists that should be created for your EOM processes, specifically for SAAS.

Aspire Software avatar
Written by Aspire Software
Updated over a week ago

Purpose

This article includes the link to the End of Month Lists, and Advanced Search Formulas, needing to be created for your End of Month processes within Aspire and your accounting system. This list is specifically for SAAS companies.


🧠 You should be creating these lists before your first End of Month in Aspire. These lists are broken down by Production and Accounting as well as specific areas of Aspire.


To Download:

If using Word,

File → Download → Word. Make sure to Save when filling out and when finished.

If using Google Docs,

File → Make A Copy → Select Google Drive Space

Did this answer your question?