Depending on your role in WorkBook, you can link clients to debtors in
Resources. You may want to do this if your client is a subsidiary of a bigger company and it is the bigger company that is paying the subsidiary's job client invoices.
Note: You must have permission to add, delete, and modify resources to complete this task.
To link a client to a debtor:
-
On the main toolbar, click
Resources
.
-
On the right side of the grid toolbar, under the filter icon
, select
Resource Default Grid from the drop-down menu.
-
Select the client that you want to link to a debtor by completing any of the following actions:
- In the
Search in Grid field, enter the name of the client, then select it from the grid.
- Click the
Filter field next to the
Search in Grid field, select
Clients
as your filter, and select the client from the grid.
-
On the grid toolbar, click
Resource Information
/ to display the client card.
-
On the side toolbar of the client card, click
.
-
On the top toolbar of the client card, click
Link a Debtor to the Client
.
-
Use the fields in the Add Debtor to Current Client dialog box to select a debtor.
You can link your client to a debtor that belongs to another company.
-
Click
OK.