Add New Monthly Checklist Items

Use the Monthly Checklist submodule to add new monthly checklist items.

To use the Monthly Checklist submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To add a new monthly checklist item:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company to which you want to add a new monthly checklist item.
3. In the left pane of the Settings screen, click Finance > Monthly Checklist.
4. On the grid toolbar, click Add Row .
5. You can edit the different fields by double-clicking on the corresponding field.