The Checklist helps you chart your progress in setting up your client to use the available features and functions you want them to access.
The Checklist displays lists of tasks organized into general categories:
Basic Setup tasks include entering account information and balances, identifying periods, and setting up banks, credit cards, employees, and alerts
Additional Setup tasks include setting up vendors, customers, and product and sales information, and customizing check information and invoices.
Financials tasks include setting financial preferences and customizing financial statements and cash flow.
Items are automatically checked as you complete the relevant tasks, and information and statistics for individual items indicate details about the task, where appropriate. For example, the checklist indicates the number of vendors or employees you have set up, or the number of banks, credit cards, departments, or products and services you have defined.
To use the Checklist to chart setup progress:
1. Select Checklist from the Company menu to open the Checklist screen.
2. Click an unchecked item relevant to your company to access the applicable screen for that task, and complete the setup of the item.
Each of the items in the Checklist links directly to the setup screen for that item.
3. Return to the Checklist to verify that the task has been checked as completed.
4. Use the statistical indicators to track your progress and verify that you have fully addressed the checked-off tasks.
For example, check the number of banks or credit cards indicated on the Checklist against the number of banks or credit cards the company uses to ensure that you have set up all of the necessary information, or compare the number of employees set up on the Employees screen with the number of employees the company has to verify that all employees have been defined in the system.