Mark your tasks/checkpoints as completed

You can mark your checkpoints as completed when they are done. When set as completed, the current date will appear as completion date for the checkpoint. If the completion date is not the same as the actual completion date, you can change it afterwards.

If you collaborate with your customers in one or more of the following programmes:Bookkeeping & Invoicing ,Payroll or Tax & Annual accounts , checkpoints can be updated automatically when a task is completed by an agency employee. Read more about what checkpoints that can be automatically updated under Bookkeeping & Invoicing, Payroll and Tax & Annual accounts below.

Go to Settings - Tasks to choose the checkpoints that should be updated automatically. This does not apply when Period in a task is set to Week.

The following actions can be connected to checkpoints in Practice management when you have a collaboration in Bookkeeping & Invoicing.

  • VAT report, create file
  • Lock period
  • Lock financial year
  • EU periodic VAT declaration, create file
Note that if you unlock a locked period in Bookkeeping & Invoicing, the checkpoints in Practice management that is linked to the locked period must be updated manually.

Go to Settings - Tasks to choose the checkpoints that should be updated automatically. This only applies to monthly tasks in Practice management.

The following actions can be connected to checkpoints in Practice management when you have a collaboration in Payroll.

  • Payrun - Sent payslips

  • Payrun - Paid

  • Payrun - Posted to ledger

  • Payroll tax report - Sent

  • Fora report - Created

Go to Settings - Tasks to choose the checkpoints that should be updated automatically.

The following actions can be connected to checkpoints in Practice management when you have a collaboration in Tax & Annual accounts. This does not apply when Period in a task is set to Week.

For monthly tasks in Practice management:

  • Lock/unlock financial year
  • Reconciliation BS
  • Analysis IS
  • Reconciliation BS and Analysis IS

For yearly tasks in Practice management that has the period Financial year or Calendar year:

  • Lock/unlock financial year
  • Annual report - Done
  • Annual report - Submitted to Bolagsverket for signing
  • Annual report - Signed at Bolagsverket
  • Tax form - Done
  • Tax return - Submitted to Skatteverket for signing
  • Tax return - Signed at Skatteverket
  • Reconciliation BS
  • Analysis IS
  • Reconciliation BS and Analysis IS
  1. Go to Checklists.
  2. Select the task you want to see the checklist for.
  3. Make any selections.
  4. Select the customer you want to complete checkpoints for.
  5. Select the checkpoints you have completed or mark all of them done by marking the checkbox to the left of the column header Checkpoints.
  6. Select Save.

Relaterade avsnitt

Mark checkpoints as completed for several customers at the same time
Set due date for checkpoints
Inactivate checkpoints/tasks

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