Using Company Voucher/Draw Checklist

Guide Steps

Navigate to the Advance tab > Check List tab of a voucher/draw:

  1. If there are no items you can click the Set Defaults button to import the company setup defaults
  2. Can add your own checklist items on the fly as well, it there are one-off items for a draw/project
  3. Any Date field, Ref # field, or Completed field can be filled in
  4. This creates a communication log with regards to the checklist item that you can record/track

Anything that is italicized is not used for that draw because of the projects product category or type


Guide Screenshot Reference