WorkBook

Create Debtors From Client Data

Depending on your role in WorkBook, you can create debtors using client data in Resources.

Note: You must have permission to add, delete, and modify resources to complete this task.

To create a debtor from client data:

  1. On the main toolbar, click Resources .
  2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
  3. Select the client whose data will be used to create 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.
  4. On the grid toolbar, click Resource Information / to display the client card.
  5. On the side toolbar of the client card, click Client Settings > Debtor.
  6. On the top toolbar of the client card, click Create a New Debtor Based on the Current Client Data .
  7. In the Create Debtor From Client Data dialog box, select the company for which you want to create the debtor, the posting group, and the VAT code.
  8. Click OK.