WorkBook

Search for Checklist Items

Use the Monthly Checklist tab in Month-End to search for checklist items.

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 search for a checklist item:

  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 item for which you are looking.
  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 that has the checklist item for which you are looking.
  5. On the grid toolbar, use the Search field to enter a keyword that is associated with the checklist item.