WorkBook

Search for Accounting Periods

Use Accounting Periods under Month-End to search for accounting periods in selected accounting years.

To use Accounting Periods in the Month-End submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To search for an accounting period:

  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 accounting period for which you are looking.
  3. In the left pane of the Finance & Administration page, click Month-End > Accounting Periods.
  4. Highlight the accounting year of the period for which you are looking.
  5. On the Accounting Periods subgrid toolbar, use the Search in Grid field to enter a keyword that is associated with the accounting period.