Search for Finance Account Ranges

Use Revenue Forecast Methods in the Finance submodule in the Settings module to search for finance account ranges in a selected profit forecast method.

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

To search for a finance account range:

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 profit forecast method that has the finance account range for which you are looking.
3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
4. Highlight the profit forecast method that has the finance account range for which you are looking, and in the bottom grid, click the Finance Account Range tab.
5. On the toolbar of the bottom grid, use the Search field to enter a keyword that is associated with the finance account range.