Approve Revenue Forecasts for All Clients

Depending on your role in WorkBook, you can include include all clients when approving a revenue forecast in the Revenue Forecast submodule. This option also locks the revenue forecast from further modifications. You cannot change the status of a locked revenue forecast.

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To approve a revenue forecasts for all clients:

1. On the module toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Revenue Forecast.
3. If you have more than one company in your system, use the drop-down list above the Finance & Administration menu in the left pane to select the company associated with the revenue forecast that you want to approve.
4. On the top grid toolbar, use the drop-down list to select the revenue forecast that you want to approve. To display the revenue forecasts for all companies in the system, select Include All Companies. To display inactive forecasts, select Include Inactive Forecasts.
5. On the top grid toolbar, click Click Revenue Forecast Options > Review Actions > Approve and Lock Entire RF.
   WorkBook approves the revenue forecast and locks it from further changes. The new status is displayed at the top-right section of the grid.