To create a new checklist template, follow the below steps:
Navigate to the header and select Templates, then choose Checklists from the dropdown.
On the Checklists page, click the New Checklist button.
Enter the name of your checklist in the Checklist Name field.
The template creation method will default to Import
Download the CSV template.
Fill in the CSV file according to the requirements listed below.
Upload the file by dragging and dropping it into the upload area or selecting the area to locate the file.
Click Create Checklist to finalise the checklist.
ℹ️ Note: Only Administrators and Managers can configure checklist templates.
CSV Requirements
The CSV file must include the following fields:
Field | Description |
Name * | The name of the checklist item |
Description | A description of the checklist item, to provide some further instruction or context for the checklist. |
Category | A grouping or category for the checklist item. |
Report Code * | The Xero report code associated with the item or a tagging system, if not utilising Xero. |
Note: Fields marked with an asterisk (*) are mandatory.
💡Tip: Categories can be fully customised to suit your firm’s needs. You might organise them by account type (e.g., Revenue, Expenses), timeline (e.g., Initial Reviews, Final Adjustments), or any other structure that helps streamline your processes.
The checklist items will be divided by these categories at the worksheet level.
