WorkBook

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Finance Account Groups

Use the Finance Account Groups submodule to set up customized management accounts in WorkBook. You can then print them out in various formats.

You set up the categories of accounts that should display on the reports in Settings > Folders, Reports & Documents > Finance Account Groups.

Finance Report Group Types

A finance report group can be any of the following:
  • Account Sum: It refers to the interval of accounts.
  • Group Sum: It refers to the sum of groups that will summarize all the underlying account intervals.
  • Group Divide: It refers to a division of the two groups, which will appear as a percentage (%) in the printed reports.

To use the Finance Account Groups submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.