Validate Finance Settings

Use Validate Finance Settings in the Finance submodule in the Settings module to validate your WorkBook system's finance settings. Validate Finance Settings enables you to find and correct any errors in your finance settings.

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

To validate your finance 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 finance settings that you want to validate.
  3. In the left pane of the Settings page, click Finance > Validate Finance Settings.
  4. On the grid toolbar, click Validate Finance Settings .
    WorkBook displays any errors that exist in your finance settings.