Use the Bing import submodule to approve Bing imports.
To use the Bing Import submodule, you must have access to
Finance & Administration as defined in the User Access Rights submodule under
Settings.
To approve a Bing import:
-
On the main toolbar, click
Finance & Administration
.
-
If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the Bing import that you want to approve.
-
In the left pane of the Finance & Administration screen, click
.
-
Click the Under Preparation tab.
-
On the grid toolbar, click
and select
Approve Bing import.
-
In the Approve Bing Import dialog box, provide a description and identify the voucher date.
-
Click
OK.
WorkBook maps the transactions to the identified job and moves the transactions to the Imported tab with the assigned voucher number.