Knowledge Base

In your business you probably have process workflows that require the same set of actions to be performed on a regular basis. With Workbooks, you can automate common and repetitive tasks, making these easier and less

An overview of what you can do within the Email Integrations section within Configuration.

An overview of what the Accounting section within Configuration allows you to control.

A list of actions you can do within the Users & Security area of the Configuration Landing Page.

Users with System Administrator rights can access more areas within Workbooks. This article runs through what each of these are.

What areas of Workbooks you can Customise in order to meet your business needs and record the data that will help to drive your business processes.