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Knowledge Base

Browse our knowledge base articles to quickly solve your issue.

Introduction to Accounting

The Accounting section of the Configuration area enables you to control:

  • Your Accounting Periods, which are important when creating Transaction Documents, Reports, Quotas and Forecasts.
  • Your Own Organisation information.
  • Any Exchange Rates between your Home Currency and other currencies used by any of your Own Organisations.
  • The Tax Regime(s) that apply to your Own Organisations, including setting the Sales Tax Codes that form part of that Tax Regime.

You can also see a list of the System Currencies supported by Workbooks.  If the one you're looking for doesn't exist, please contact Workbooks Support.

Related content

How to control the Exchange Rates that are used on Transaction Documents, and an overview as to when an exchange rate will be updated on a document.

An overview of what Tax Regimes are and where to find the in Workbooks.