Finalize Debtor Transaction Selections

Use Finalize Selections to finalize the transaction selections of selected debtors and convert them to financial transactions.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To finalize debtor transaction selections:

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 debtor transaction selections that you want to finalize.
3. In the left pane of the Finance & Administration page, select Debtors > Debtor List.
4. Click the List tab and highlight the debtor whose transaction selections you want to finalize.
5. Click the Remainder Handling tab and click Finalize Selections .
6. In the Finalize Selection dialog box, select the appropriate date and click OK.