Search for Monthly Checklist Items

Use the Monthly Checklist submodule to search for monthly checklist items.

To use the Monthly Checklist submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a monthly checklist item:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the monthly checklist item that you are looking for.
3. In the left pane of the Settings screen, click Finance > Monthly Checklist.
4. On the grid toolbar, use the Search Grid field to enter a keyword associated with the monthly checklist item.