WorkBook

Go a Period Back or Forward

Use the Monthly Checklist tab in Month-End to display an accounting period by going a period back or forward.

To use Monthly Checklist in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To display an accounting period by going a period back or forward:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company for which you want to display an accounting period.
  3. In the left pane of the Finance & Administration page, click Month-End > Monthly Checklist.
  4. Click the Monthly Checklist tab and click Go a Period Back or Go a Period Forward to move back and forth between periods.