- Welcome to the Knowledge Base
- Desktop Environment
- Forecasts & Quotas
- Importing Data
- Marketing Campaigns
- Upload Library
- Mail Shots
- Using HubSpot with Workbooks
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Formulae
- Displaying reports within Record Views
- Audit Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Workbooks Mobile Client
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Quick Start Wizard
When you create a new Database in Workbooks, you will need to setup an Own Organisation, Accounting Periods and Tax Regimes. These items are on a "per database" level rather than across your account so any changes you make in a new database are separate to your live implementation and won't cause any issues.
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.
- Your Own Organisation's accounting period requirements. Workbooks gives you 3 options:
- Calendar Months
- 4-4-5 Week Pattern
The Wizard is self-explanatory and consists of 7 easy steps to configure your Workbooks database as per below:
Step 1 - Introduction
Step 2 - Confirming your Organisation's name and address
Step 3 - 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 4 - Date and Time Settings
These settings are applied to all of your users as they are created. Individual users can change these settings in their preferences if they work in a different timezone.
Step 5 - 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 6 - 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.
NOTE: Once you've created records that are associated with an Accounting Period, that Accounting Period cannot be changed or deleted so take care when setting these up.
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. Workbooks gives you 3 options:
- Calendar Months (the most common option)
- 4-4-5 Week Pattern
Step 7 - 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.