Reporting Units represent the different divisions within your organisation and can be assigned to Placement and Client records.
Assigning Clients with your Business Unit will automatically cascade down to any Placements made with that Client but can be changed on the Placement.
To add a Reporting Business Unit to the Client record, navigate the relevant record, click on Administration tab.
Scroll down to the Reporting Business Unit field and click on the search button.
You can select an existing Reporting Business Unit and click on + New.
You can also assign Business Units on the Placement.
To add a Reporting Business Unit to the Placement record, navigate the relevant Placement record, click on Finance tab.
Scroll down to the Reporting Business Unit field and click on the search button.
You can select an existing Reporting Business Unit or click on +New.
