Enable Active Status of Monthly Checklist Items

Use the Monthly Checklist submodule to enable the active status of monthly checklist items.

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

To enable the active status of a monthly checklist item:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the monthly checklist item that you want to enable the active status of.
3. In the left pane of the Settings screen, click Finance > Monthly Checklist.
4. Highlight the monthly checklist item that you want to enable the active status of and select the Active check box.