Search for Client Types

Use Posting Configurations in the Finance submodule in the Settings module to search for client types.

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

To search for a client type:

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 are looking.
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. On the grid toolbar, use the Search field to enter a keyword that is associated with the client type.