For small-town borough councils, township boards, and nonprofit boards
Keep check and bill follow-up in one view.
CharterSteward brings uncleared checks and unpaid bills into a shared follow-up view, so workspace members can see the record details and its follow-up status together.
Request a walkthroughFollow-up status
Track the next step separately from payment.
Each record shows its type, payee, amount, record number, and the check issue date or bill due date. Its follow-up status can be Pending, In progress, or Resolved.
Workspace users with budget-management permission can change a status; other members see it read-only. Follow-up status is separate from payment or clearing: uncleared checks and unpaid bills remain in the report regardless of their follow-up status.
Three follow-up states
- Pending
- In progress
- Resolved
These labels describe follow-up only. They do not mark a check as cleared or a bill as paid.
CSV export
Download the follow-up list from your workspace.
Authenticated workspace members can download the finance follow-up list as a CSV. The export includes these columns:
- Record type
- Record number
- Payee
- Amount (USD)
- Date
- Date label (Check date or Due date)
- Follow-up status
Finance follow-up reporting