Initialize Checklists from the Database

Use the Monthly Checklist tab in Month-End to initialize lists from the database.

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 initialize a list from the database:

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 that contains the checklist that you want to initialize.
3. In the left pane of the Finance & Administration page, click Month-End > Monthly Checklist.
4. Click the Monthly Checklist tab and use the Period drop-down list to select the accounting period whose checklist you want to initialize.
5. Click Initialize List from the Database .