Search for Checklist Items

Use the Monthly checklist tab under the Monthly checklist submodule to search for checklist items.

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

To search for a checklist item:

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 containing the checklist item that you are looking for.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly checklist.
4. Click the Monthly checklist tab and use the Period drop-down list to select the accounting period with the checklist item that you are looking for.
5. On the grid toolbar, use the Search field to enter a keyword associated with the checklist item.