WorkBook

Search for Period Closures in Financial Years

Use Month / Year Closure in Month-End to search for period closures in selected financial years.

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

To search for a period closure in a financial year:

  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 financial year period closure for which you are looking.
  3. In the left pane of the Finance & Administration page, click Month-End > Month / Year Closure.
  4. On the grid toolbar, use the drop-down list to select the financial year that has the period closure for which you are looking.
  5. On the grid toolbar, use the Search in Grid field to enter a keyword that is associated with the period closure.