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Manage the Month-End Close: Mastering Canopy Close Automation
Manage the Month-End Close: Mastering Canopy Close Automation
Manage the Month-End Close: Mastering Canopy Close Automation

About the Course

Welcome to Canopy Close Automation, your guide to running a faster, more consistent month-end close — without the scramble. This course is designed to help staff accountants, firm admins, and firm owners master Close Automation in Canopy, so your team can deliver a complete, documented close for every client, every month.

Prerequisites: None. | Estimated Time: 2 hours

Learning Objectives: By the end of this course, you'll be able to:

✅ Understand what Close Automation is and how it fits into the monthly close workflow

✅ Connect a client's general ledger and monitor book health using the Health Score and data monitors

✅ Set up and manage a month-end close period from checklist to sign-off

✅ Review and resolve flagged ledger items and send client requests without leaving Canopy

✅ Generate and share client-ready financial reports directly from Canopy


Course Progress
Not started
Enroll
Course Outline
  1. Introduction
    1. Course Overview
    2. Pre-Course Survey (Required)
  2. Why use Close Automation?
    1. The Problem it Solves: From Scramble to System
    2. Close Automation in Canopy
    3. Enabling Close Automation and Connections
  3. Setting Up the Close
    1. Creating a Close Period from a Template or Previous Month
    2. Assigning Tasks, Setting Priorities, and Preparing Your Team
  4. Monitoring Client Health
    1. Understanding the Health Score
    2. Using Data Monitors to Surface Issues Automatically
    3. Custom Data Monitors
    4. Video: Monitoring Client Health
  5. Getting Answers Without the Email Chain
    1. Reviewing and Resolving Flagged Items in the Queue
    2. Sending Client Requests Tied Directly to Transactions
    3. Video: Resolving Items
  6. Compile and Review: Bringing it All Together
    1. The Ledger Tab
    2. Generating a Client-Ready Financial Report
    3. Submitting for Sign-Off & Saving a Record
    4. Video: Submitting the Close
  7. Course Quiz
    1. Close Automation Quiz
  8. Course Feedback
    1. Close Automation Course Feedback
    2. Learn More
course
Manage the Month-End Close: Mastering Canopy Close Automation
Manage the Month-End Close: Mastering Canopy Close Automation
Course Progress
Not started
Enroll

About the Course

Welcome to Canopy Close Automation, your guide to running a faster, more consistent month-end close — without the scramble. This course is designed to help staff accountants, firm admins, and firm owners master Close Automation in Canopy, so your team can deliver a complete, documented close for every client, every month.

Prerequisites: None. | Estimated Time: 2 hours

Learning Objectives: By the end of this course, you'll be able to:

✅ Understand what Close Automation is and how it fits into the monthly close workflow

✅ Connect a client's general ledger and monitor book health using the Health Score and data monitors

✅ Set up and manage a month-end close period from checklist to sign-off

✅ Review and resolve flagged ledger items and send client requests without leaving Canopy

✅ Generate and share client-ready financial reports directly from Canopy


Course Outline
  1. Introduction
    1. Course Overview
    2. Pre-Course Survey (Required)
  2. Why use Close Automation?
    1. The Problem it Solves: From Scramble to System
    2. Close Automation in Canopy
    3. Enabling Close Automation and Connections
  3. Setting Up the Close
    1. Creating a Close Period from a Template or Previous Month
    2. Assigning Tasks, Setting Priorities, and Preparing Your Team
  4. Monitoring Client Health
    1. Understanding the Health Score
    2. Using Data Monitors to Surface Issues Automatically
    3. Custom Data Monitors
    4. Video: Monitoring Client Health
  5. Getting Answers Without the Email Chain
    1. Reviewing and Resolving Flagged Items in the Queue
    2. Sending Client Requests Tied Directly to Transactions
    3. Video: Resolving Items
  6. Compile and Review: Bringing it All Together
    1. The Ledger Tab
    2. Generating a Client-Ready Financial Report
    3. Submitting for Sign-Off & Saving a Record
    4. Video: Submitting the Close
  7. Course Quiz
    1. Close Automation Quiz
  8. Course Feedback
    1. Close Automation Course Feedback
    2. Learn More