Knowledge Base

When creating Transactional Documents, such as a Quotation or an Invoice, the Document Currency will default to the User’s Own Organisation Home Currency. However, if your firm operates with multiple currencies, it is possible to

To simplify the creation of Transaction Documents such as Quotations, Orders, Invoices and Contracts it is now possible to create a copy of any existing record to create another. When creating a copy you can

How to restrict or enable what fields can be edited in a Transaction Document when a has a particular status i.e. DRAFT or POSTED.

How to manage the currencies in Workbooks, including the difference between the Home Currency and a Foreign Currency.

What each of the fields are used for within Transaction Documents.

How to create a PDF copy of your document to be printing or set it up to automatically be attached to an email.

When creating a Transaction Document from scratch, you need to complete the top half of the record and click the Create button. You’ll then see the Add Line Item button, which enables you to add

An overview of how to create new transaction documents or view existing ones.