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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 ...
Supplier Orders
... Supplier Orders Supplier Orders provide you and your supplier with acknowledgement for the goods or services you've ordered, including q ...
Displaying & Adding Transaction Documents
... Displaying & Adding Transaction Documents Displaying Transactions Clicking on Start > Finance > Customer Transactions dis ...
Quotations
... Quotations A Quotation is a document that provides you and your prospective customer with details of the goods and/or services they would ...
Pricing Schemes
... Pricing Schemes A Pricing Scheme enables you to set a range of standard prices for a product in addition to the default price. This allows you to create ...
Customers & Suppliers
... Customers & Suppliers Customers Once you’ve set up an Organisation as a Customer (via the Agreements checkboxes) you’ll be abl ...
Credit Notes
... Credit Notes A Credit Note is a Transaction Document that allows you to record a refund to a customer. A Credit Note is co ...
Invoices
... Invoices Invoices within Workbooks work as you would expect, showing quantities, prices, payment terms. All these fields can be auto- ...
Customer Orders
... Customer Orders A Customer Order is a document that allows you to track orders you’ve received. It can be used for: Tr ...
Workflow
... Workflow Workbooks supports basic workflow capabilities and has been designed specifically to support common business processes. Example proces ...
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 " ...
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 ...
Creating Contracts
Hi, On the knowledge base, the section on Creating Contracts says that I should either Use the Transactions tab of a Customer to 'Add Contract', or use the 'finance' section in the Start bar. Unfortunately, neither of those options appear to be ...
Supplier Orders
I need to create a supplier order in Euros and we normally use pounds. Can I do this in Workbooks? The product prices should be The product prices should be set up in EUR, even if they're set to 0.00. And when you create a S ...
Applying discounts to a quotation
How do I apply a discount to an entire quotation? I don’t want to apply the discount separately to each line item as those items already have their own individual discounts, I want to apply an additional discount to the entire quotation. ...