Search for a Finance Report Group

Use the Finance Account Group submodule to search for a finance report group.

To use the Finance Account Groups submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company containing the finance report group that you want to find.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Finance Account Groups.
4. On the grid toolbar, use the Search field to enter text related to the record that you want to find.