- Quick Start Wizard
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
- Users & Security
- Email & Integration
- PDF Configuration
Before starting to complete the Quick Start Wizard it's helpful to make sure you've got the following information to hand:
- Your Own Organisation's full name and address, including County/State and Postcode/Zipcode;
- Details on which tax regime and currency you use;
- Your Own Organisation's sales tax and company registration numbers.
The Wizard should be self-explanatory and consists of 5 steps:
Step 1 - Confirming your Organisation's name and address
Step 2 - Choosing your Tax Regime and Currency
When you've completed the Quick Start Wizard remember to check that the sales tax information for the Tax Regime you choose is correct (by clicking Start > Configuration > Accounting > Sales Tax Regimes and opening the appropriate row from the grid on the right).
Step 3 - Entering your Sales Tax and Company Registration Numbers
If your Own Organisation isn't registered for Sales Tax then you should leave the Sales Tax Number field blank.
Step 4 - Entering your first Accounting Periods
Accounting Periods are used within Workbooks to allow you to create Reports, Charts and Dashboards for specific Accounting Periods. Many records, such as Sales Forecasts, Sales Quotas and Transaction Documents, are associated with Accounting Periods.
The Wizard will default to showing a Start Date of the first of the current month and you will probably need to amend this to tie in with the start date of your financial year. Changing the Start Date does not automatically change the End Date so be careful to change that to the correct date too.
Step 5 - Next Steps
Remember to click Complete, otherwise the Wizard will re-appear each time you login. Clicking Complete will open the Configuration Landing Page where you can make changes to your configuration, such as creating new Users, adding Custom Fields and so on. To return to this page at any time, simply click Start > Configuration.