Search for a Finance Report

Use the Finance Reports Configuration submodule to search for a finance report.

To use the Finance Reports Configuration submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a finance report:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report that you want to find.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Reports Configuration.
4. On the grid toolbar, use the Search field to enter text related to the report that you want to find.