How to use checklists inside records to ensure compliance before approving a payment
A checklist field inside a payable record in Jestor forces confirmation of points like "invoice validated" and "bank details checked" before the payment can be released.
Tools like ClickUp, Asana, and Trello also have checklist fields inside tasks or cards, and that's where Jestor stands out: this checklist is a table field like any other — it can be required, appear in a formula, feed an automation, and stay connected to the rest of the financial flow.
Why does using a compliance checklist before payment matter?
Without a formal gate, it's easy to skip a review step under deadline pressure, increasing the risk of paying an incorrect invoice or using outdated bank details.
How to configure a compliance checklist in Jestor?
- The checklist field lets you choose the marking style: green check/red X, yes/no, happy/sad face, or custom emojis.
- Each checklist item is defined by whoever builds the process.
- Marking the checklist as a required field prevents the record from being saved, or moving to the next stage, until every item has been checked.
- This is often combined with an attachment field, also marked as required.
| Marking style | Example |
|---|---|
| Check / X | Green for confirmed, red for pending |
| Yes / No | Binary answer per item |
| Custom emojis | Happy/sad face or a custom icon |
To configure the compliance checklist:
- Add a checklist-type column, named something like "audit."
- Define the marking style and the checklist items.
- Mark it as a required field, if the goal is to block progress without a full review.
Why choose Jestor to ensure payment compliance?
Having compliance guaranteed inside the record itself, not in a separate control spreadsheet, means no one can approve a payment by skipping the review step.
Frequently asked questions
Can the checklist have more than two items?
Yes, you can add as many checklist items as the audit requires.
Can I customize the checklist icons?
Yes, besides check/X, there are options like yes/no, faces, or custom emojis.
Does a required checklist prevent saving the record without everything checked?
Yes, if set as required, the record can't be saved without every item checked.
Does this checklist replace the invoice attachment?
No, the two are usually used together: one confirms the review, the other stores the document.
Reference video
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