What
Reporting Units represent the different divisions within your organisation and can be assigned to Placement and Client records.
Where
To add a Reporting Business Unit to the Client record, navigate the relevant record and click on the Administration tab:
How
1. Scroll down to the Reporting Business Unit field and click on the search button.
2. You can select an existing Reporting Business Unit or click on + New:
You can also assign Business Units on the Placement
1. To add a Reporting Business Unit to the Placement record, navigate the relevant Placement record and click the Finance tab.
2. Scroll down to the Reporting Business Unit field and click on the search button.
3. You can select an existing Reporting Business Unit or click on +New: