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Adding a KBI Set

Adding a KBI Set

A new KBI set is always based on an existing KBI set.

  1. In the toolbar, click the System Setup icon (  ).
  2. From the drop-down list, select Financial > KBI Sets.
    The KBI Sets screen appears.
  3. In the lower left corner of the screen, click the Add button (  ). 
    The Add KBI Set dialog box appears.
  4. In the Name field, type the name of the new KBI set. 
  5. From the Based On drop-down list, select the KBI Set on which the new KBI set is based.
  6. Click Add.
    The dialog box closes, and the new KBI set appears in the KBI Sets pane. 

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