Checklists

When using Sage it is always best to get into the habit of using some form of checklist to help with the processing. There will be daily tasks which you complete without a second thought, however, in order to maximise the information within your system there will be other transactions which occur that are not generated by way of a paper trail.

Examples of these would be:-

Accruals

Prepayments

Depreciation

Etc.

By creating a simple checklist for all weekly, monthly, quarterly and annual tasks you will ensure that your system reflects a true picture of how your business is actually performing.

This is also an ideal tool for any of your colleagues to follow should holidays or sickness occur.

For any assistance or for some examples please contact Andy Gunn on 0141 643 9200.

Article Keywords: Sage Checklists