- Welcome to the Knowledge Base
- Supported browsers
- Landing Pages
- HTML Editor
- Welcome Messages & Bulletins
- Exporting Data
- Multi Language
- Notifications & Reminders
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Mailing Lists
- Marketing Campaigns
- Upload Library
Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- Installing the Event Management Portal
- Amending Event Portal Parameters
- GatorMail Integration
- Creditsafe Integration
- People & Organisations
- Introduction to Reporting
- Displaying Reports
- Creating Reports
- Reporting Explained
- Emailing Scheduled Reports
- Sharing Reports
- Using Calculated Columns
- Displaying reports within Record Views
- Audit Reporting
- Compliance Record
- Data Enrichment
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Adobe Sign Integration
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- Survey Monkey responses to Tasks
- Multistep Zaps
- Outlook Connector
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- Postcode Lookup
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- PDF Configuration
- Releases & Roadmap
- Workbooks Glossary
- Contact Support
Setting up your Own Organisation
When your account is first created, it will be created with one Own Organisation, containing basic information. You should open the record and complete the information. To do this click Start > Configuration > Accounting > Own Organisations and open the Own Organisation record you see there.
NOTE: If you create a new Own Organisation, only the Main tab will be visible until you click Save.
With the Own Organisation record open, check all the details are correct and pay particular attention to the following:
Name - ensure that the Organisation name is correct. Typically this is the trading name of your Organisation. This will appear on any Transaction Documents generated.
Make sure your Own Organisation record is set up correctly before starting to use Workbooks.
Address - again, check that this is entered correctly as it will appear on any Transaction Documents generated. In addition, the country that you enter here will be used as the default country for all new People and Organisation records.
Home Currency - use the dropdown picklist to select the Home (base) Currency for this Own Organisation. If you have more than one Own Organisation, each one can have different Home Currencies.
Tax Regime - use the dropdown picklist to select the tax regime under which this Own Organisation operates. (Make sure you check that the details for the Tax Regime are correct by clicking Start > Configuration > Accounting > Sales Tax Regimes and choosing the appropriate regime from the grid on the right.)
Sales Tax Registration Number - if this Own Organisation is registered to pay sales tax (known as VAT in the UK), enter the Registration Number here.
NOTE: If this field isn't completed, you will not be able to activate sales tax fields within Line Item grids in Transaction Documents.
Currencies - use this tab to add any currencies that this Own Organisation trades in (in addition to its Home Currency). Click Add Currencies and check the boxes next to those currencies you want this Own Organisation to be able to trade in. These can also be viewed later by going to Start > Configuration > Accounting > Exchange Rates.
People - use this tab if you want to create People records for employees of this Own Organisation or to record relationships that your Own Organisation has with other People on your database.
NOTE: A User Record in Workbooks is not the same thing as an employee record. Users should be set up within Configuration > Users & Security.
When you've completed the Own Organisation record click Save & Close.