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After linking items with their associated Group, you need to link the required Work types to the Group to make them available to the items in question.

Below are steps to show you how to link Work types to a Group.

Step-by-step guide

  1. Click the Worktypes item on the Configuration tree.

    The Work Types screen appears. 

  2. Click the drop down arrow on the Group Name field, and select from a list of available Groups. 

    In this example, Banking Group was selected.

    Once the Group Name is selected, the list of Work types for that Group will display.

  3. Check the Internal checkbox, or the relevant markup checkbox to make a Work type active within the selected Group. 

    To make the Work type inactive within the Group, uncheck all checkboxes. 

    In this example, Internal was selected against AAA Clearance ext, Account Assistance, Account Director, and 10% was checked next to Accommodation.

  4. Click the Save button to make your changes permanent.

    Once a Group is set up, it provides a limited set of Work types when processing documents for items in that Group, in this example any Clients who are linked to the Banking Group. When adding line items to a Cost Sheet for a bank in the Banking Group, only those Work types linked to the Banking Group will be available for selection in the Work Type field drop down list.

    Groups can also be created for Products, Business Units or Users.  When any of these groups appear on a financial document, the Work types available for selection will be limited to those defined for these groups.