WorkBook

Set Job Number on Bing Import Entries

Use Bing Import in the Export, Import, & Maintenance submodule under Finance & Administration to set job numbers on Bing import entries.

To use Bing Import in the Export, Import, & Maintenance submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To set a job number on a Bing import entry:

  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 Bing import entry on which you want to set a job number.
  3. In the left pane of the Finance & Administration page, click Export, Import, & Maintenance > Bing Import.
  4. Click the Under Preparation tab and highlight the record on which you want to set a job number.
  5. On the grid toolbar, click and select Set Job No. on Bing Import Entries.
  6. In the Add a Job to Selected Import Records dialog box, select the job that you want to set from the drop-down list and click OK.