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Accountant • To Do List

Standalone submenu content with role-aligned workflow and execution checkpoints.

Standalone Submenu Page
Overview

To Do List is the accountant execution tracker for follow-ups, daily closures, and ownership discipline. It prevents missed financial actions by moving work from pending to completed with explicit status handling.

Workflow Execution Steps
  1. Open task list and add/search/edit execution tasks.
  2. Mark completed items and snooze blocked items appropriately.
  3. Re-prioritize pending actions by due risk.
  4. Confirm no critical due item remains open before day-end.
Reference Screenshots
To Do List screenshot 1
To Do List screenshot 2