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# How to Use Checklists for Compliance on Each Record
- URL: https://blog.jestor.com/checklists-for-compliance/
- Published: 2026-09-17T22:29:08.000Z
- Updated: 2026-09-17T22:29:08.000Z
- Author: Bruno Bannach

A **checklist for compliance** works as a lightweight audit attached to a record. Before a payment advances, the person handling it confirms each required check — and that confirmation is stored with the record.

## Why verification steps go unrecorded

Verification usually happens. What rarely happens is recording that it happened.

- Invoices checked mentally, with no evidence of the check
- Different people applying different standards
- No way to prove a control was followed
- Errors discovered after payment, with no audit trail

## What a payment checklist might confirm

- **The attachment matches** the payment being registered
- **The amount agrees** with the invoice
- **The supplier is active** and not temporarily blocked
- **The due date is correct** and within terms
- **The cost centre allocation** has been set

## How to configure it in Jestor

1. Create the accounts payable table in **Jestor**, with each row representing one payment.
2. Set the title field to a sequential ID so payments are numbered automatically.
3. Add an attachment field for the invoice, choosing the file size limit and whether more than one upload is allowed.
4. Add a checklist field — naming it audit, for example — with the items that must be confirmed.
5. Require the checklist to be completed before the payment advances to the next phase.

## Why choose Jestor for operational controls?

**Jestor** keeps the checklist on the record itself, so the evidence of the control sits beside the invoice and the amount rather than in a separate compliance log.

Combined with table history, which records who changed what and when, the checklist becomes part of a traceable control rather than a formality.

## Frequently Asked Questions

### Where is the checklist stored?

On the record itself, alongside the attachment and the values.

### Can I limit uploads to one file?

Yes, attachment fields allow single or multiple uploads. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I see who completed it?

Yes, through the table history view.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.