Agent Type 78 - Monthly Finance Checklist Notification: Notify If It is not Complete for the Last Month
Use Agent Type 78 - Monthly Finance Checklist Notification: Notify If It is not Complete for the Last Month to send notifications about incomplete monthly checklists from the previous month to the user who is specified in the Company Responsible or Finance Responsible field on the Basic Settings tab of the Company information pane. The notification contains the full checklist module so that any past and current checklists can be completed directly from the notification. Deltek recommends that you run this agent at the start of the month to serve as a guide for completing the previous month's month-end process. Note that even though the notification contains the full module, the agent sends the notification only if the previous month's checklist is incomplete.
Parameters
| Field | Description |
|---|---|
| Company | Use this parameter to specify the Company or Companies to receive the notification. |