Search for a Finance Report Group

Use Finance Account Group in the Folders, Reports, & Documents submodule in the Settings module to search for a finance report group.

To use Finance Account Groups, you must have access to Settings as defined in User Access Rights under Settings.

To search for a finance report group:

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 finance report group for which you are looking.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Finance Account Groups.
4. On the grid toolbar, use the Search field to enter text that is associated with the record for which you are looking.