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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 ...
Quotations
... Quotations A Quotation is a document that provides you and your prospective customer with details of the goods and/or services they would ...
Supplier Orders
... Supplier Orders Supplier Orders provide you and your supplier with acknowledgement for the goods or services you've ordered, including q ...
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 ...
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 ...
Displaying & Adding Transaction Documents
... Displaying & Adding Transaction Documents Displaying Transactions Clicking on Start > Finance > Customer Transactions dis ...
Customers & Suppliers
... Customers & Suppliers Customers Once you’ve set up an Organisation as a Customer (via the Agreements checkboxes) you’ll be abl ...
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. ...