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Setting your Preferences
... Setting your Preferences Click Start > Preferences to access your User Preference options. Within the General section you can: ...
Own Organisations
... Own Organisations Introduction to Own Organisations Own Organisation is an important concept in Workbooks. An Own Organisation record is ...
Accounting Periods
... Introduction to Accounting Periods Accounting Periods in Workbooks are important - without them you will not be able to generate Forecasts o ...
Direct Relationships
... How to record relationships with your Own Organisation Adding a Partner, Customer , Supplier or Prospect relationship Open the record for the O ...
Setting up your Own Organisation
... Setting up your Own Organisation When your account is first created, it will be created with one Own Organisation , containing basic information. You shoul ...
Introduction to Preferences
... Introduction to Preferences It's important that you can control how Workbooks operates for you, so we recommend that you take some time to set up your Prefe ...
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 ...
Exchange Rates
... Introduction to Exchange Rates If your Own Organisation trades in more than one currency, you can create Transaction Documents in any foreign curren ...
Introduction to System Administration
... Introduction to System Administration Workbooks has been designed to be easy to run, with minimal need for changes to the Configuration ...
Relationships
... Introduction to Relationships Workbooks enables you to store information about your business contacts. Whilst it's possible to store these records indep ...
Why isn't my Organisation form layout applied?
Why isn't my Organisation form layout taking effect? I've published and saved the form layout, but when I open an organisation record my custom form layout is not applied Which organisation are you Which organisation are you opening? Is ...
How do I create a report containing the contact details for all people that work for our customers?
How do I create a report containing the contact details for all the people that work for our customers? You need to create a people You need to create a people report and include the fields you need (for example, Person Name, Email Address a ...