Guide Steps
Navigate to the Advance tab > Check List tab of a voucher/draw:
- If there are no items you can click the Set Defaults button to import the company setup defaults
- Can add your own checklist items on the fly as well, it there are one-off items for a draw/project
- Any Date field, Ref # field, or Completed field can be filled in
- 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
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Guide Screenshot Reference
