Checklists

The monthly or yearly close process can be complicated, requiring you and your colleagues to accomplish tasks on a schedule and in a specific order. Sage Intacct offers user-defined checklists that you can use to manage your nonfinancial tasks.

Checklists allow you to assign tasks and track the responsibilities and progress of your own tasks and your colleagues. Sage Intacct checklists provide the following:

• Visibility into the processes that you use for your specific activities.

• Flexibility to assign and reassign work as needed.

When you assign a task to a colleague, Sage Intacct sends an email to that person. The email includes the assignment with its associated checklist and due date information.

In this section: