Copy a Financial Postings Report Setup

Use Financial Postings Report in the Folders, Reports, & Documents submodule in the Settings module to copy an existing report setup. Copying an existing setup saves you time and helps prevent errors.

To use Financial Postings Report, you must have access to Settings as defined in User Access Rights under Settings.

To copy a financial postings report setup:

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 report setup that you want to copy.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Financial Postings Report (264).
4. Click the Overview tab.
5. In the grid, highlight the item that you want to copy.
6. On the grid toolbar, click Duplicate Selected Report Setup .
   WorkBook displays the item in the grid.