Link a Client to a Debtor

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:

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 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.
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 Link a Debtor to the Client .
7. 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.
8. Click OK.