Search for Creditor Payment Proposals

Use Creditor Payment Proposal in the Finance submodule in the Settings module to search for creditor payment proposals.

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

To search for a creditor payment proposal:

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 creditor payment proposal for which you are looking.
3. In the left pane of the Settings page, click Finance > Creditor Payment Proposal.
4. Click the Setup tab.
5. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the creditor payment proposal.