Apply One Cost Code to All Listed Debtor Transactions

Use the Remainder Handling tab under the Debtor List submodule to apply one code to all listed transactions.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To apply one cost code to all listed debtor transactions:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the listed debtor transactions to which you want to apply one cost code.
3. In the left pane of the Finance & Administration page, select Debtors > Debtor List.
4. Click the List tab and highlight the debtor whose transactions to which you want to apply one cost code.
5. Click the Remainder Handling tab and click Apply One Cost Code to All Listed Transactions .
6. In the Select Cost Code to Apply to All Items dialog box, highlight the cost code that you want to apply to all transactions and click OK.
7. In the confirmation dialog box, click OK to apply the cost code to existing transactions.
   WorkBook displays a dialog box confirming that the cost code was applied to the transactions where the criteria allow it.

   Note: If WorkBook displays a message that the cost code you chose cannot be used on the bookings in question, click OK and check the settings for the maximum amount and maximum percentage, and whether the cost code is accessible to Administrators only.