WorkBook

Edit Client Type Specifications

Use Posting Configurations in the Finance submodule in the Settings module to edit client type specifications.

To use Posting Configurations in the Finance submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit client type specifications:

  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 client type for which you want edit the specifications.
  3. In the left pane of the Settings page, click Finance > Posting Configurations.
  4. Click the Mapping to Client Types tab or use the drop-down list to select Mapping to Client Types.
  5. Highlight the client type for which you want to edit the specifications, and double-click on the corresponding Non-Billable Posting Spec and Billable Posting Spec fields to make the necessary changes.