Managing nonfinancial processes consistently is essential for maintaining efficiency and delivering high-quality outcomes across your organization. Sage Intacct’s Checklists streamline these efforts, offering a structured way to track critical activities such as General Ledger period close, yearly close, or compliance with regulatory requirements—all included with your Company subscription.
Closing processes, whether monthly or yearly, can be complicated, involving numerous tasks that must be completed in a specific order and on schedule. Sage Intacct’s user-defined checklists empower you to manage these nonfinancial tasks with ease.
With the ability to assign responsibilities, monitor progress, and maintain clear accountability, these checklists ensure smoother collaboration and greater transparency. They offer clear visibility into your processes, and the flexibility to reassign tasks when necessary.
Let’s take a closer look at how Sage Intacct’s Checklists work, and how they can help simplify your processes.
Managing Assignments in Sage Intacct Checklists
Assignments within checklists help track essential activities, from General Ledger close processes to nonfinancial tasks like adding a new vendor. Each assignment is tied to a specific Intacct user, who is responsible for completing the task within a set timeframe. When an assignment is created, Sage Intacct automatically notifies the user via email with task details, its associated checklist, and the due date.
To further enhance task management, checklist owners can establish constraints between assignments, ensuring certain tasks are completed in a specific order. These constraints allow you to set dependencies—where one assignment cannot begin until another is completed.
In the example below, the Bank Reconciliation assignment is dependent on the completion of the Cash Receipts assignment. These dependencies ensure your processes stay on track and prevent delays.
Organizing and Tracking Progress with Checklist Categories and Statuses
Checklist categories and statuses help you track progress and manage various processes, making it easier for you and your team to find relevant checklists and assignments. These tools also improve communication, offering a clear view of task completion.
Access to checklists is controlled through the Checklist options menu, allowing you to manage who can update checklists and assignments. This ensures that only authorized team members can make changes, maintaining control over the process.
Enhancing Collaboration and Efficiency with Sage Intacct and CBIZ
Incorporating Sage Intacct’s Checklists into your workflow streamlines task management and boosts team collaboration. This tool helps you organize tasks, assign responsibilities, and track progress, ensuring timely completion of month-end close and other critical business processes. With clear accountability and visibility, Sage Intacct keeps your team on track and ensures smooth operations.
At CBIZ, we specialize in helping businesses optimize their operations with Sage Intacct. Our experts will guide you through creating and customizing checklists tailored to your organization’s unique workflows.
To learn how we can streamline your processes and ensure compliance with Sage Intacct Checklists, email us today!
