WorkBook

Add New Finance Account Ranges

Use Revenue Forecast Methods in the Finance submodule in the Settings module to add new finance account ranges for a selected profit forecast method.

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

To add a new finance account range:

  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 profit forecast method to which you want to add a new finance account range.
  3. In the left pane of the Settings page, click Finance > Revenue Forecast Methods.
  4. Highlight the profit forecast method to which you want to add a new finance account range, and in the bottom grid, click the Finance Account Range tab.
  5. On the toolbar of the bottom grid, click Add New .
  6. In the Company is Required dialog box, use the drop-down list to select a Company and click OK.
  7. To edit the From Account and To Account fields, double-click on the corresponding field and use the drop-down list to select the appropriate accounts.