Customer Forum

Creating accounting documents without having to have a customer agreement in place

Workbooks Support Posted: 2015-08-05 16:17

Workbooks is initially set up so that if you want to post a transaction record such as an Order, an Invoice, a Credit Note or a Contract, you must have created a customer relationship between your Own Organisation and the customer Organisation.  This usually works fine and most Workbooks users are happy to create the relationship as and when required.  However, some of our users prefer not to have to do this and want to be able to post transaction records regardless of whether or not a relationship has been created.  If you'd like to be able to do this, as long as you have System Administrator capabilities you can set up your system so that it doesn't require a relationship to exist.  To do this simply click Start > Configuration > Database > Other Settings and remove the ticks from the relevant check-boxes as shown in the screenshot below (click to enlarge).