Add New Payment Groups

Use Payment Groups in the Finance submodule in the Settings module to add new payment groups.

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

To add a new payment group:

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 to which you want to add a new payment group.
3. In the left pane of the Settings page, click Finance > Payment Groups.
4. On the grid toolbar, click .
5. To edit the Title field, double-click on it.