Add New Monthly Checklist Items

Use Monthly Checklist in the Finance submodule in the Settings module to add new monthly checklist items.

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

To add a new monthly checklist item:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new monthly checklist item.
3. In the left pane of the Settings page, click Finance > Monthly Checklist.
4. On the grid toolbar, click Add Row .
5. To edit fields, double-click on them.