Initialize Checklists from the Database

Use the Monthly checklist tab under the Monthly checklist submodule to initialize lists from the database.

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

To initialize a list from the database:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the checklist that you want to initialize.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly checklist.
4. Click the Monthly checklist tab and use the Period drop-down list to select the accounting period whose checklist you want to initialize.
5. Click Initialize list from the database .