---
title: "Create and Complete an EOM Checklist"
slug: "create-complete-and-delete-an-eom-checklist"
updated: 2026-03-16T19:46:16Z
published: 2026-03-16T19:46:16Z
canonical: "guide.youraspire.com/create-complete-and-delete-an-eom-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and Complete an EOM Checklist

## Overview

Use the EOM Checklist report to review month-end reconciliation tasks before you close an accounting period.

This article explains how to create, review, and complete an EOM Checklist. For an overview of the feature, visit [EOM Checklist overview](/user-guide/docs/eom-checklist-overview), or for a more in-depth reference, visit [EOM Checklist module reference](/user-guide/docs/eom-checklist-modules-and-reconciliation-fields-reference).

## Requirements

- Access to the **Reports** module
- **View Drilldown Reports – EOM Checklist** permission
- Access to applicable operational modules (**Work Tickets, Invoicing, Inventory**)

## Create a new checklist

1. Go to **Reports > Standard Reports**.
2. Under **Accounting**, select **EOM Checklist**.
3. Select the **New Checklist** button.
4. In the **New Checklist** window:
  - Select a date in **Select Date**.
  - Enter a name in **List Name**.
5. Select the **Save** button.

The checklist displays in the report list.

## Open an existing checklist

1. Go to **Reports > Standard Reports** tab.
2. Under **Accounting**, select **EOM Checklist**.
3. Select the checklist from the list.

The checklist opens and displays module cards.

## Complete checklist items

1. Select a module card (for example, **Work Tickets**).
2. Review the embedded list or linked report for that module (for example, **WT – Open**).
3. Apply filters as needed to focus your review.
4. After validation, select the **Complete** button for that task.
5. Select the **Save** button if prompted.

> **Note:** Completion applies to the checklist instance for the selected accounting period, even if you’ve applied filters while reviewing.

## Close the month

> [!WARNING]
> **Important:** Closing the month locks accounting records across all branches for the selected accounting period. Records cannot be edited or reversed after the close.

1. Open the checklist.
2. Scroll to **Close Month in Aspire**.
3. Select **Close Month**.
4. In the modal, select **Last Month Closed** and **Accounting Period to Close**.
5. Select the **Save** button.

## Delete a checklist

1. Go to **Reports > Standard Reports**.
2. Under **Accounting**, select **EOM Checklist**.
3. Locate the checklist in the list.
4. Select the **three-dot menu** next to the checklist.
5. Select **Delete**.
6. Confirm the action.

> **Note:** Deleting a checklist does not reopen a closed month.

## Related articles

- [EOM Checklist overview](/user-guide/docs/eom-checklist-overview)
- [EOM Checklist module reference](/user-guide/docs/eom-checklist-modules-and-reconciliation-fields-reference)