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.
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