Edit Dimension Specific Posting Configuration Settings

Use the Posting Configurations submodule to edit dimension specific posting configuration settings.

To use the Posting Configurations submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company containing the client type that you want edit the specifications of.
  3. In the left pane of the Settings screen, 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 that you want to edit the settings of.
  6. Select or unselect the Billable, Client Jobs, Prospect Jobs, and Only Project Retainer Delivery check boxes, as applicable.