Month-End Close Checklist with Automated Status Tracking and Owner Reminders

Professional Guide

This operational close checklist centralizes month-end activities with automated status tracking and overdue highlighting. Each task row includes owner, due date and evidence links; use formulas to compute days overdue and conditional formatting to flag late items. Generate pivot summaries by owner and task category and a printable sign-off page for controllers. For automation, export overdue task lists as CSV for email reminders; macros can trigger emails if enabled and permitted. Maintain an archive of closed periods for audit reference and root-cause analysis of recurring delays.