- Welcome to the Knowledge Base
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Marketing
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Workbooks Web Insights
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- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
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Integrations
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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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- Jira Issue to new Case
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- QuickBooks Online
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Email Integrations
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Event & Webinar Integration Tools
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Configuration
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Releases & Roadmap
- Roadmap
- December 2020 Release
- September 2020 Release
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
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 Posting a Transaction Document there are a number of different Capabilities that affect what a User is able to do when working with a Transaction Document in a POSTED state. A document is moved from the state of DRAFT to POSTED using the Save & Complete button at the top of the page.
Allow to Post Documents - This allows Users to change the state of a Transaction Document from DRAFT to POSTED, Users must also have the ability to Modify Transaction Documents of that type.
Delete Posted Documents - Allows a User to delete a Transaction Document when it is in a POSTED state.
Edit Posted Transaction Documents - A Capability exists for each Transaction Document Type to allow you to modify the Fields once it has been POSTED.
Edit Posted Transaction Document Custom Fields - Users with this Capability will only be able to amend Custom Fields on a POSTED Transaction Document.