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Transaction Documents Line Items Help
... Transaction Documents Line Items Help When creating a Transaction Document from scratch, you need to complete the top half of the record and click the C ...
Transaction Documents Fields Help
... Transaction Documents Fields Help Accounting Period (Applies to Invoices , Credit Notes and Contracts only.) This is used to ...
Accounting Periods
... Introduction to Accounting Periods Accounting Periods in Workbooks are important - without them you will not be able to generate Forecasts o ...
Managing Transaction Document Statuses
... Managing Transaction Document Statuses Transaction Documents in Workbooks (ie, Quotations , Orders , Invoices , Credit Notes and Supplier O ...
Managing Transaction Document Currencies
... Managing Transaction Document Currencies As part of the Workbooks configuration, each of the Own Organisations should be set up with a home currency and a ...
Displaying & Adding Transaction Documents
... Displaying & Adding Transaction Documents Displaying Transactions Clicking on Start > Finance > Customer Transactions dis ...
Products
... Products Workbooks can be used to store information on the goods and services that you sell or buy. Using the Products functionality is optional a ...
Printing & Emailing Transaction Documents
... Printing & Emailing Transaction Documents Transaction Documents can be printed irrespective of whether they are in a DRAFT or a POSTED state. Printin ...
Introduction to Transaction Documents
... Introduction to Transaction Documents Workbooks includes a number of object record types relating to financial transactions, which can be printed to PD ...
Invoices
... Invoices Invoices within Workbooks work as you would expect, showing quantities, prices, payment terms. All these fields can be auto- ...
Related Items (ORD and INV)
Hi All, Quick scenario regarding related items: I create an ORD and list all the line items there (Usually around 10 items) I then want to split the payments into 4 invoices so I copy the document and create an INV. I delete all o ...
Invoicing for shipping charges
What is the recommended practice for adding shipping costs to an invoice? Would this be done through a custom field on the invoice record? (Or is it better done on the order?) Or should shipping be added as a line item, meaning I must add a "Shippi ...
What rules govern the ability to delete a DRAFT invoice?
I am in the process of customizing our system and have created a few invoices at DRAFT status that I'd now like to delete. When I open one and click Delete, I get the warning pop-up asking me to confirm that I'd like to delete the record. I select " ...
Default Recipients in Email Templates
Hi I am setting up a couple of Invoice templates for a [potential] client. I am using the Free Edition. The templates are fine but they insert either John.Cheney@workbooks.com or James.Kay@workbooks.com as the first recipient of the email. The ...
Recommended practice for dealing with accidentally POSTED invoices
I understand now that posted transaction documents are not editable (except for custom fields). However, we have a couple of POSTED invoices that were done in error as we were learning to use the system. I had thought that there must be a way to void or ...