--- title: Make Month-End Less Painful with Sage Intacct Checklists description: See the value of creating a month end close checklist for Sage Intacct to help track your to-do's in one centralized spot. image: https://www.equationtech.us/hubfs/Sage%20Intacct%20Checklists%20Header.png --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage Payroll](https://www.equationtech.us/sage-services/sage-payroll) - [Sage HCM](https://www.equationtech.us/sage-services/sage-hcm-software) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - Services We Offer - [Software Selection](https://www.equationtech.us/software-solution-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Cloud](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) - [Extend Sage](https://www.equationtech.us/sage-integrations) - [Magento eCommerce](https://www.equationtech.us/sage-integrations#magento) - [ADP](https://www.equationtech.us/en/sage-300-sage-intacct-payroll-powered-by-adp) - [Aloha POS](https://www.equationtech.us/sage-integrations#aloha) - [Salesforce](https://www.equationtech.us/sage-integrations#salesforce) - [TimeClockPlus](https://www.equationtech.us/timeclockplus) - [Other Solutions](https://www.equationtech.us/other-solutions) - Industries - [Distribution](https://www.equationtech.us/distribution-management-software-solution) - [Education Nonprofit](https://www.equationtech.us/education-nonprofit-accounting-software) - [Financial Services](https://www.equationtech.us/financial-services-software) - [Franchise](https://www.equationtech.us/franchise-management-software) - [Healthcare](https://www.equationtech.us/healthcare-finance-software) - [Hospitality](https://www.equationtech.us/hotel-restaurant-accounting-software-solutions) - [Metal Processors & Distributors](https://www.equationtech.us/erp-for-metal-industry-businesses) - [Nonprofit](https://www.equationtech.us/nonprofit-accounting-software) - [Professional Services](https://www.equationtech.us/professional-services-software) - [SaaS & Technology](https://www.equationtech.us/erp-software-for-technology) - [Resources](https://www.equationtech.us/sage-software-resource-library) - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Online Videos](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) - [About](https://www.equationtech.us/about-us) - [Meet The Team](https://www.equationtech.us/management-team) - [Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. # Make Month-End Less Painful with Sage Intacct Checklists ![technology blog](https://www.equationtech.us/hubfs/Sage%20Intacct%20Checklists%20Header.png) **twitter **linkedin **facebook Month-end close isn't anyone's favorite time of the month. Between all the work, it's easy to lose track of what's been done, what's still outstanding, and who's responsible for what. One feature that's often overlooked is creating a [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) month end close checklist so today we’re walking you through why we recommend them so much and how to set one up. If you're currently managing month-end with spreadsheets, email reminders, or a collection of personal to-do lists, this can be a much easier way to keep everything on track, and it’s all in one centralized system. ## **What Are Intacct Checklists?** Sage Intacct checklists are basically a built-in task manager for your finance processes. You can create a month end close checklist, a year-end close checklist, an audit preparation checklist, or a checklist for any recurring process. Each task can be assigned to a team member, given a due date, and tracked through to completion. Instead of wondering whether a task has been completed or following up with multiple emails, everyone can see exactly where things stand. ## **Why Do Finance Teams Like Using Them?** The biggest benefit is visibility. When everyone is working from the same checklist, there are fewer questions and surprises. Managers can quickly see which tasks are complete, which are still in progress, and where any bottlenecks might be developing. A few other perks to Sage Intacct checklists are: -  Clear ownership of tasks and responsibilities - Automatic email notifications for assignees - Easy reassignment when priorities change - Consistent processes from one close period to the next - Real-time progress tracking across the team ## **Getting Started** Creating a checklist is easy. You just need to know how to get started. They can be built from scratch, or you can duplicate an existing checklist and make any necessary updates for the current period. Once the checklist is saved, Sage Intacct automatically creates the assignments and notifies the people responsible for completing them. From there, team members can update statuses, track their progress, and keep everyone informed without a bunch of follow-up emails. ## **Keep an Eye on Progress** Assignments can be viewed individually, filtered by user or status, and even displayed on dashboards. As tasks are completed in the month end close checklist, users can update their status and percentage complete, giving managers a real-time view of where the close process stands. You won’t be wondering whether the bank reconciliation is finished or if the final review has been completed because everything is all in one place and easily viewable in the month end close checklist. ## **See It in Action** We've included screenshots below that walk through how you can create a month end close checklist, assign tasks, and monitor progress in Sage Intacct. ![Sage Intacct Checklists 01](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2001.png?width=631&height=320&name=Sage%20Intacct%20Checklists%2001.png) ![Sage Intacct Checklists 02](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2002.png?width=641&height=313&name=Sage%20Intacct%20Checklists%2002.png) After you save this month end close checklist, the system will create these Assignments, and Assignees will receive email notifications about their Assignments. ![Sage Intacct Checklists 03](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2003.png?width=795&height=416&name=Sage%20Intacct%20Checklists%2003.png) After you save your new Checklist, go to the Assignments to review the new Assignments added from the new Checklist you just added. ![Sage Intacct Checklists 04](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2004.png?width=670&height=341&name=Sage%20Intacct%20Checklists%2004.png) ![Sage Intacct Checklists 05](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2005.png?width=761&height=316&name=Sage%20Intacct%20Checklists%2005.png) You also have the option to display these Assignments on Dashboards.  When you work on Assignments, you can use Filters to list specific Assignments, or you can create List Views. ![Sage Intacct Checklists 06](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2006.png?width=783&height=455&name=Sage%20Intacct%20Checklists%2006.png) ![Sage Intacct Checklists 07](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2007.png?width=794&height=397&name=Sage%20Intacct%20Checklists%2007.png) As your team works on these Assignments, you have full visibility of Assignment Status and Percent Complete. ![Sage Intacct Checklists 08](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2008.png?width=787&height=318&name=Sage%20Intacct%20Checklists%2008.png) If you’re looking for more help, you can find additional training videos in the [Sage Intacct Video Library](https://www.intacct.com/ia/docs/en_US/help_action/Intacct_basics/video-library.htm?utm_source=product-homepage&utm_campaign=video-library&utm_medium=resource-links).  You can watch these short videos on how to work with Sage Intacct Checklists and Assignments at your leisure. ![Sage Intacct Checklists 09](https://www.equationtech.us/hs-fs/hubfs/Sage%20Intacct%20Checklists%2009.png?width=643&height=361&name=Sage%20Intacct%20Checklists%2009.png) If you'd like more help setting up checklists or improving your month-end close process, [get in touch with our team of experts](https://www.equationtech.us/speak-with-an-expert). We'd be happy to help! ### Related Articles ##### [Why Nonprofits Are “Playing Defense” Financially (and How to Fix It)](https://www.equationtech.us/sage-intacct-blog/why-nonprofits-are-playing-defense-financially-and-how-to-fix-it) Nowadays, if you're involved in nonprofit financial management, you're probably spending more time... ##### [The Technology Nonprofits Need in 2026 (According to Finance Leaders)](https://www.equationtech.us/sage-intacct-blog/the-technology-nonprofits-need-in-2026-according-to-finance-leaders) Not all technology helped nonprofits survive 2025; [17% of organizations said it didn’t help at all](https://www.equationtech.us/hubfs/1%20Intacct%20Files/Effie%20-%20files/Sage%20Intacct%20The%202026%20Nonprofit%20Outlook%20Research%20Report%20-%20Equation%20Technologies.pdf). ##### [Do You Really Need Cloud ERP? 5 Questions That Actually Matter](https://www.equationtech.us/sage-intacct-blog/do-you-really-need-cloud-erp-5-questions-that-actually-matter) For most organizations, the question isn’t whether cloud ERP is better; it’s whether it actually... ## Need Help Now? 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