Run Recurring Close-Style Tasks

Start a checklist run for a defined period, capture responses on each checklist item, and complete the run when the work is actually finished.

Purpose

Use this workflow when you want to start and complete a checklist run for daily, weekly, monthly, quarterly, yearly, or custom close-style work.

Prerequisites

  • An active company is selected.
  • At least one active checklist template exists.
  • You know the period dates the run should cover.

Steps

  1. Open Checklist.
  2. Select New.
  3. In Start checklist run, choose the Checklist template you want to use.
  4. Set the run details:
  • Period Type: Daily, Weekly, Monthly, Quarterly, Yearly, or Custom
  • Status: usually start with Draft or In Progress
  • Period Start
  • Period End
  • Optional Notes
  1. Select Start run.
  2. Open the created run from the main checklist table if it does not stay open automatically.
  3. Complete each checklist response item:
  • Enter text for text fields.
  • Choose Yes or No for boolean items.
  • Pick a date for date items.
  • Add optional item notes when the task needs supporting context.
  1. Update the run as work progresses:
  • Use Save run to keep in-progress changes.
  • Use Complete run only when the checklist work is actually finished.
  1. Reopen the run later if you need to review or edit it before completion.

Expected Result

You have a dated checklist run tied to a specific period and template, with stored responses and a visible status. Current general ledger impact as of 2026-05-04:

  • Starting a checklist run creates a checklist-run record only.
  • Saving responses updates checklist-run fields only.
  • Completing the run changes the run status to Completed but does not create, edit, reverse, or approve a journal entry.
  • If one of the checklist items tells you to post an entry elsewhere in SPRK, that posting must still happen in the separate source workflow.

Common Mistakes

  • Starting a run with the wrong period dates.
  • Assuming Completed means all related accounting transactions have already been posted.
  • Using a checklist run to replace the actual bill, banking, reconciliation, or journal-entry action.
  • Trying to start a duplicate run for the same company, checklist, and period.

Info

  • App sections: checklists
  • Last validated: 2026-05-04
  • Screenshot status: not-started