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