**This checklist is located in the Advanced tab of the financial document you set it up for**
Navigate to Setup > Companies > Process tab > Financial Transactions tab > Check List tab
- Select the financial record option for the checklist (Voucher/draw in this case)
- This section is where you create the checklist items – the Order which they appear and the Description of each one
- You can exclude options based on the Product Categories or Property types you have set up for your Company – checking the box excludes that option from that category or type
- If you check this box, then the items will automatically be added to every new voucher/draw created – the user still has a button where they can add them themselves as well.
Once done your users can use this guide to view the checklist on a Voucher/Draw