Finance > Validate Finance Settings (Fixing Financial Errors)

Validate finance settings, found in the settings module, is the go-to when you get a financial settings error.

Workbook will stop you from making any financial transactions if something hasn’t been set up correctly. It can be something as simple as a duplicate line number in the chart of accounts, or more complicated, like a posting configuration issue.

VALIDATING YOUR FINANCIAL SETTINGS

• Go to the settings module > finance sub-menu > select validate finance settings

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• Click the refresh button, this ensures it will check any recent changes to your finance setup

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• If everything in your system is set up correctly, it will give the following message “no setup errors detected - finance setup is completed”

• When there is an error, WorkBook will tell you what the error is

• Once you have fixed the issue/s, come back to validate finance settings > and refresh to make sure all issues have been fixed

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