ON-DEMAND WEBINAR


Dynamic Checklists in Sage Intacct


In this session, we are going to introduce you to Sage Intacct Checklists. A Checklist can be used to assign tasks, see clear responsibilities, and understand the progress of both your own tasks and your team members, all of which will allow you to manage processes consistently across your organisation.

  • An overview of the Checklist functionality in Sage Intacct
  • A walkthrough on how to add, upload, and use your checklist
  • Adding those checklists to a company or role based dashboard

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What is covered in this webinar?

Overview of the checklist functionality
Walkthrough on how to add, upload, and use your checklist
Adding those checklists to a company or role-based dashboard

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