An introduction to what Capabilities are and how they are used to grant permissions to Users in Workbooks.
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Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
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Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
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Configuration
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Managing Transaction Document Statuses
Tip
Double-check your Transaction Document is correct before clicking Save & Complete as this changes the Status from DRAFT to POSTED.
Transaction Documents in Workbooks (ie, Quotations, Orders, Invoices, Credit Notes and Supplier Orders) are given a status of either DRAFT or POSTED.
Whilst a document is in a DRAFT state, it can be changed or deleted. In addition, any Line Item calculated values will be recalculated each time it is saved; ensuring the analysis reveal in the DRAFT document reflects the right margins.
When a Transaction Document status changes from DRAFT to POSTED any standard fields become un-editable. However, Users with the appropriate Capability are able to edit standard fields on Quotations and Customer Orders (but not on Invoices or Credit Notes) once these documents have been POSTED. In addition, those Users who have been granted the Capability to edit Custom Fields can amend any Custom Fields on a Transaction Document after it has been POSTED.
A document is moved from the state of DRAFT to POSTED using the Save & Complete button at the top of the page.
NOTE: POSTED Transaction Documents CANNOT be deleted, even by your System Administrator. This is to retain the audit trail for your transactions. Do NOT change the status to POSTED unless you're sure that you want to keep the record.