Search for Accounting Groups

Use AR/AP Groups in the FInance submodule in the Settings module to search for accounting groups.

To use AR/AP Groups in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for an accounting group:

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 that contains the accounting group for which you are looking.
3. In the left pane of the Settings page, click Finance > AR/AP Groups.
4. On the grid toolbar, use the Search in Grid field to enter a keyword that is associated with the accounting group.