WorkBook

Approve Bing Imports

Use Bing Import in the Export, Import, & Maintenance submodule under Finance & Administration to approve Bing imports.

To use Bing Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To approve a Bing import:

  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 Bing import that you want to approve.
  3. In the left pane of the Finance & Administration page, click Export, Import & Maintenance > Bing Import.
  4. Click the Under Preparation tab.
  5. On the grid toolbar, click and select Approve Bing Import.
  6. In the Approve Bing Import dialog box, provide a description and identify the voucher date.
  7. Click OK.
    WorkBook maps the transactions to the identified job and moves the transactions to the Imported tab with the assigned voucher number.