Knowledge Base

An overview of what Sales Tax Regimes are and where to find the in Workbooks.

If your Organization trades in more than one currency, Workbooks allows you to create transaction documents in foreign currencies and control the exchange rates applied to them. Exchange rates are used to convert foreign currency

Introduction to Own Organisations Own Organisation is an important concept in Workbooks.  An Own Organisation record is used to identify the relationships that exist between your Organisation and other records in Workbooks. Amongst other things

Accounting Periods in Workbooks are used for setting specified periods (e.g. financial years). These are important because they allow you to generate Forecasts and you won’t be able to generate Reports based on specific Accounting Periods,