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Summary

Checklists are an essential tool within Sage Intacct that helps streamline and ensure compliance in various processes. With the checklist feature, users can create customized lists of tasks or steps to follow for specific activities, such as vendor onboarding, financial audits, or project management. These checklists serve as a guide, ensuring that all necessary actions are completed and documented, reducing the risk of errors or oversights. By utilizing checklists within Sage Intacct, organizations can improve efficiency, maintain consistency, and enhance overall compliance with their business processes.


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