WorkBook

Edit Dimension-Specific Posting Configuration Settings

Use Posting Configurations in the Finance submodule in the Settings module to edit dimension-specific posting configuration settings.

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

To edit dimension specific posting configuration 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 client type for which you want edit the specifications.
  3. In the left pane of the Settings page, click Finance > Posting Configurations.
  4. Click the Dimension-Specific Posting Configuration tab or use the drop-down list to select Dimension-Specific Posting Configuration.
  5. Highlight the dimension-specific posting configuration for which you want to edit the settings.
  6. Select or deselect the Billable, Client Jobs, Prospect Jobs, and Only Project Retainer Delivery check boxes, as appropriate.