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End of Month Lists to Create for SAAS
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.

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Written by Aspire Software
Updated over 7 months 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.


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🧠 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,

Click the button below to download a copy of the End of Month Lists to Create for SAAS.
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Download the End of Month Lists to Create for SAAS for Word Here!

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

If using Google Docs,

Click the button below to make a copy of the End of Month Lists to Create for SAAS.

Copy the End of Month Lists to Create for SAAS for Docs Here!

  • You will be prompted to sign in to your Google account.

  • Once you are signed in, you will be prompted to Copy Document. Select Make a Copy and the End of Month Lists to Create for SAAS will open in Google Docs.

  • Edit as needed.

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