Monthly Harvest Backup Checklist

• Document No.

• Audit Title

• Conducted on

  Date

• Prepared by

Reports

• Detailed time report: this year, all clients, all projects: to CSV

• Project budget report to CSV

• Expense report: this year, Asterisk Creative: to PDF

• Expense report: this year, all clients: to PDF

Invoices

• Invoice report: this year, all clients, all statuses

• Payments received report: this year, all clients: to CSV

Estimates

• Estimate report: this year, all clients, all statuses: to CSV

Manage

• Projects to CSV

• Clients to CSV

• People to CSV

• Tasks to CSV

Account settings

• Download company time data

• Download zip of all invoices

Review

• Backed up to Google Drive?

  Yes

  No

  N/A

• Notes