Procedures
Use the procedures in this section to load the default checklist for selected accounting periods and upload, edit, and delete related documents.
To use Monthly Checklist in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.
- Related Topics:
- Search for Checklist Items
Use the Monthly Checklist tab in Month-End to search for checklist items. - Display Accounting Periods
Use the Monthly Checklist tab in Month-End to display an accounting period. - Go a Period Back or Forward
Use the Monthly Checklist tab in Month-End to display an accounting period by going a period back or forward. - Initialize Checklists from the Database
Use the Monthly Checklist tab in Month-End to initialize lists from the database. - Create Checklist Document Folders
Use the Checklist Documents tab in Month-End to create folders for checklist documents. - Delete Checklist Document Folders
Use the Checklist documents tab in Month-End to delete selected folders for checklist documents. - Rename Checklist Document Folders
Use the Checklist Documents tab in Month-End to rename selected folders for checklist documents. - Share or Unshare Checklist Document Folders
Use the Checklist Documents tab in Month-End to share or unshare selected folders for checklist documents. - Create Deep Links to Checklist Document Folders
Use the Checklist Documents tab in Month-End to create deep links to selected folders for checklist documents. - Generate Default Checklist Document Folder Templates
Use the Checklist Documents tab in Month-End to generate default checklist document folder templates. - Upload Files to Checklist Document Folders
Use the Checklist Documents tab in Month-End to upload files to selected folders for checklist documents. - Rename Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to rename files in selected folders for checklist documents. - Duplicate Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to duplicate files in selected folders for checklist documents. - Download Files from Checklist Document Folders
Use the Checklist Documents tab in Month-End to download files from selected folders for checklist documents. - Download Files as ZIP from Checklist Document Folders
Use the Checklist Documents tab in Month-End to download files as .zip files from selected folders for checklist documents. - Delete Files from Checklist Document Folders
Use the Checklist Documents tab in Month-End to delete files from selected folders for checklist documents. - Edit Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to edit files in selected folders for checklist documents. - Create Links to Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to create links to files in selected folders for checklist documents. - Share or Unshare Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to share or unshare files in selected folders for checklist documents. - Search for Files in Checklist Document Folders
Use the Checklist Documents tab in Month-End to search for files in selected folders for checklist documents. - Change Views of Files in Checklist Document Folders
Use the Checklist Documents tab under in Month-End to change the views of files in selected folders for checklist documents. - View Files in Selected Checklist Document Folders as Images
Use the Checklist Documents tab in Month-End to view files in selected folders for checklist documents as images.
Parent Topic: Monthly Checklist