Edit Basic Finance Default Settings

Use Basic Finance Settings in the Finance submodule in the Settings module to edit basic finance default settings.

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

To edit basic finance default settings:

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 basic finance default settings that you want to edit.
3. In the left pane of the Settings page, click Finance > Basic Finance Settings.
4. Enter or use the corresponding drop-down lists to select the appropriate options of the basic finance default settings that you want to edit.