Role Navigation
Swipe roles, tap to open submenuAccountant • To Do List
Standalone submenu content with role-aligned workflow and execution checkpoints.
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
- Open task list and add/search/edit execution tasks.
- Mark completed items and snooze blocked items appropriately.
- Re-prioritize pending actions by due risk.
- Confirm no critical due item remains open before day-end.
Reference Screenshots