WorkBook

Edit Settings of Employee Creditor Mappings

Use Employee Creditor Mappings in the Employee Settings submodule in the Settings module to edit the settings of employee creditor mappings.

To use Employee Creditor Mappings in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit the settings of an employee creditor mapping:

  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 employee creditor mapping fo which you want to edit the settings.
  3. In the left pane of the Settings page, click Employee Settings > Employee Creditor Mappings.
  4. Highlight the employee creditor mapping for which you want to edit the settings and select or deselect the following check boxes:
    • Enable on Expense Entry: Enable the creditor mapping on expense entries.
    • Enable only for Imported Expense Entries: Enable the creditor mapping only on imported expense entries.
    • Enable on Mileage Entry: Enable the creditor mapping on mileage entries.
    • Enable on Subsistence Allowance: Enable the creditor mapping on subsistence allowances.
    • Show Account in Personal Outlays Status Grid: Show the creditor mapping account in the personal outlays status grid.