WorkBook

Search Creditors for Specific Remainder Handling Transactions

Use the Remainder Handling tab to search for specific remainder handling transactions using keywords.

To use Creditor List in the Creditors submodule, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To search creditors for specific remainder handling transactions:

  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 in which you want to search for creditor remainder handling transactions.
  3. In the left pane of the Finance & Administration page, select Creditors > Creditor List.
  4. On the List tab, select the creditor that has the remainder handling transactions for which you are looking.
  5. On the Remainder Handling tab, enter a keyword in the Search field on the top grid toolbar.