Add Items to Worklists

To add items to an existing Worklist:

1. Go to Worklists, then select the required worklist name.
2. To add the required items to the list: 
   • New Documents Worklist — Run a Document Enquiry, then drag the required documents onto the worklist
   • New Document Details Worklist — Run a Detail Enquiry, then drag the required detail lines onto the worklist
   • New Accounts Worklist — Open the required ledger, then drag the required accounts onto the worklist
3. Worklists are automatically saved. When all required items have been added, close the list.