Search for Monthly Checklist Items

Use Monthly Checklist in the Finance submodule in the Settings module to search for monthly checklist items.

To use Monthly Checklist in the Finance submodule, you must have access to Settings as defined in User Access Rights 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 WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the monthly checklist item for which you are looking.
3. In the left pane of the Settings page, click Finance > Monthly Checklist.
4. On the grid toolbar, use the Search Grid field to enter a keyword that is associated with the monthly checklist item.