Search for Accounting Periods

Use Accounting Periods in the Company Settings submodule in the Settings module to search for accounting periods.

To use Accounting Periods in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To search for an accounting period:

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 period for which you are looking.
3. In the left pane of the Settings page, click Company Settings > Accounting Periods.
4. Highlight the accounting year that has the period for which you are looking, and on the subgrid toolbar, use the Search in Grid field to enter a keyword that is associated with the accounting period.