Checklists & comments /periodandyear/help/taxation/checklists-comments section Work with checklists and create new/view/delete or reply to a comment. 2024-09-19T15:50:46+02:00 # Checklists & comments Work with checklists and create new/view/delete or reply to a comment. The checklist and the functionality for adding comments to accounts and account groups are located in the side panel, which is accessed by clicking on the comment icon in the upper right. You can work with checklists and comments under **Reconciliation BS** and **Analysis IS**. Click on the tabs at the top of the side panel to switch between the two features. When you click on the comment or the checklist icon in the overview, the side panel opens and you are automatically transferred to the right tab. It is also possible to add comments to check results in the **Check results** dialogue. ## Checklist The checklist helps you to document the work you have done. Under the tab **Checklist** in the side panel, the task list for the account group that is selected in the overview is shown. You can also open the checklist by clicking on the checklist icon in the overview. To add a comment to a task, click on the row or on the comment icon in the **Actions** column and enter your comment. See the **Comments** section below for further information on how to add, edit and delete comments. To mark a task as done, click on the check mark in the **Actions** column. Click on the check mark again to undo this action. When a task has been marked as done, the column **Checklist status** will be updated in the overview. A task can be marked as **N/A**, which means that it is not applicable for this period. The marking will be removed when you start the next period. You can modify the checklist to show only the tasks you want. Click on **Edit checklist** in the bottom of the side panel to do this. In this view, you can choose which tasks are active and if you want them active only for the period reconciliation, year-end reconciliation or both. You can add your own tasks to the checklist. This is also done in the **Edit checklist** view. The tasks you add yourself can be activated and deactivated in the same way as the standard tasks, and can also be deleted. The tasks that you have added yourself have a blue icon in the task list so that they can be easily identified. ## Comments Adding comments to accounts and account groups is also handled via the side panel - either by selecting the tab **Comments** in the side panel or by clicking on the comment icon in the overview. Comments can also be added to check results in the **Check results** dialogue. Comments are commonly entered in the current reconciliation period for documentation purposes, but it is also possible to add comments in future, not yet started periods to be used as reminders. You can also see comments from previous periods, 12 months back in time. You can also tag your comments with **To customer** and/or **To QA**. If you do that, you can then make a selection on these in the **Report centre** or by clicking **[View all comments](/periodandyear/help/taxation/checklists-comments/view)** in the side panel. From the **View all comments** dialogue you can create a PDF or copy the information. Read more in the topic [Create new comment](/periodandyear/help/taxation/checklists-comments/create). Create new comment /periodandyear/help/taxation/checklists-comments/create page 2024-09-19T15:50:46+02:00 # Create new comment You can create comments under **Period closing** and **Year-end closing** when working with **Reconciliation BS** or **Analysis IS**. 1. Select the account row or account group row that you wish to add a comment to. 2. Click on the comment icon in the column **Comments** or click on the comment icon in the upper right to open the side panel. 3. Enter the comment in the text box. 4. Tag the comment with **To customer** and/or **To QA** if you want to be able to make a selection of these in the **Report center**. 5. Save the comment by pressing Enter or clicking outside the text box.

The comment is saved in the selected reconciliation period along with the name of the person who wrote it and the date it was saved. It will be displayed in the side panel next time it is opened and the account or account group for which it was written is selected. When an account group is selected not only the comments connected to the account group itself are displayed, but also any comments added to the accounts that belong to the account group.

When a comment has been added to an account or account group, the comment icon turns blue for that particular account or account group.

If you want to see a summary of your comments, you click View all comments. Read more in the topic View comments.

 Edit comment /periodandyear/help/taxation/checklists-comments/edit page 2024-09-12T19:33:52+02:00 # Edit comment Comments is located under both **Period closing** and **Year-end closing** when you work with **Reconciliation BS** and **Analysis IS**. 1. Click on the pen icon next to a comment in the side panel to edit it.

Only comments written in the current period can be edited, if it is unlocked. A comment can only be edited by the person who wrote it.

2. Save the edited comment by pressing Enter, clicking outside the text box or clicking on the green checkmark. Regret your changes by clicking on the red cross.

The edited comment is saved in the current reconciliation period along with the name of the person who edited it and the date it was saved.

 View comments /periodandyear/help/taxation/checklists-comments/view page 2024-09-12T19:33:52+02:00 # View comments Via the side panel, you can get an overview of the comments you have created. You can then save the information as a pdf, or copy it to paste in an email to the customer. You find comments when you work with **Reconciliation BS** and **Analysis IS**. Do as follows: 1. Click on the comment icon in the column **Comments** or click on the comment icon in the upper right to open the side panel. 2. Click on **View all comments**. 3. Choose if you want to include comments from **Reconciliation BS** and/or **Analysis IS**. 4. Choose if you want to include some of the tags or not. 5. Click on **Download PDF** if you want to create a pdf file with your comments. 6. Click on **Copy to clipboard** if you want to copy the information and use it in an email to your customer. Delete comment /periodandyear/help/taxation/checklists-comments/delete page 2024-09-12T19:33:52+02:00 # Delete comment Comments is located under both **Period closing** and **Year-end closing** when you work with **Reconciliation BS** and **Analysis IS**. 1. Click on the trash bin icon next to a comment in the side panel to delete it.

Only comments written in the current period can be deleted, if it is unlocked. A comment can only be deleted by the person who wrote it.

 Reply to a comment /periodandyear/help/taxation/checklists-comments/reply page 2024-09-12T19:33:52+02:00 # Reply to a comment Comments is located under both **Period closing** and **Year-end closing** when you work with **Reconciliation BS** and **Analysis IS**. 1. Click on the reply icon to the right of a comment to reply to it.

It is only possible to reply to comments in the current (unlocked) or a future reconciliation period.

2. Save the reply by pressing Enter, clicking outside the text box or clicking on the green checkmark. Undo your reply by clicking on the cross.

A reply can only be edited or deleted in the current (unlocked) or a future reconciliation period and by the user who wrote it.

If a comment has a reply, the reply must be deleted before the comment can be edited or deleted.