Track Completion Across Routine Accounting Work

Review checklist runs by status, period, and notes so you can see what is still in progress and what has already been completed.

Checklists page showing completion tracking filters, status and period selectors, run table headers, and the current no-rows state

When To Use This

Use this workflow when you need to review checklist-run progress across periods, identify unfinished work, or confirm that a recurring checklist was completed.

Before You Start

  • An active company is selected.
  • At least one checklist run exists for the period you want to review.

Steps

  1. Open Checklist.
  2. Review the run table columns:
  • Checklist
  • Period Type
  • Period Start
  • Period End
  • Status
  • Updated
  1. Use the Filter field when you want to search by checklist name, period type, notes, or status text.
  2. Narrow the list further when needed:
  • Use the date controls for a time window.
  • Filter by Status.
  • Filter by Period Type.
  1. Select Clear to reset the filters when you need the full list again.
  2. Open a run from the table to review its stored responses and notes in detail.
  3. If a run is still Draft or In Progress, update the run or return to the source workflow that still needs to be completed.
  4. Use Refresh when recent changes are not yet visible in the list.

What Happens Next

You can see which checklist runs are open, completed, or due for follow-up without leaving the Checklist page.

  • Filtering, sorting, opening, or refreshing checklist runs does not post to the ledger.
  • Status values show checklist progress only; they do not confirm that underlying accounting entries are correct.
  • The checklist page can help you spot unfinished work, but any ledger change still has to be reviewed and posted in the relevant transaction workflow.

If Something Looks Wrong

What You See What To Check What To Do Next
Two similar workflows or fields are easy to mix up Treating a completed checklist run as the only proof needed for financial review Use the specific workflow or control named on this page
A needed review step is missing Forgetting to clear filters and then assuming runs are missing Go back to that check before continuing
The current page does not fit the task Using checklist status instead of the source transaction page when you need posting detail Return to the workflow this page supports