Go a Period Back or Forward

Use the Monthly checklist tab under the Monthly checklist submodule to display an accounting period by going a period back or forward.

To use the Monthly Checklist submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to display an accounting period.
3. In the left pane of the Finance & Administration screen, 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.