Search for a Finance Report Group Interval

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

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 interval:

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