Learn how you can make the most of the Summer 2022 release of Workbooks in this 60-minute rundown covering:

  • A brand-new look and feel across the platform that lets you see record details more easily and switch between record types more quickly
  • Business-to-Business and Business-to-Consumer settings that help you choose the right customer on transaction records more easily
  • Default invoice and delivery addresses that help you invoice more consistently
  • More powerful Word templates that let you show data from multiple reports and split data across multiple tables in your documents