Company Settings
Use the Company Settings module to configure company-specific settings. It contains the following submodules:
- Accounting Periods
- Basic Company Settings
- Company Default Job Values
- Creditor Invoice Scan
- Departments
- Holidays and Absence
- Inter-company Reconciliation
- Job Creation
- Payment Methods for Sales
- Price Quote Defaults
- Sales Invoice Billing Method
- Standard Phase Texts
- Standard Texts
- Related Topics:
- Accounting Periods
Use Accounting Periods under Settings to view accounting years and each year's corresponding periods. It enables you to create, delete, and manage accounting years. You can also open or close periods for all or specific actions within an accounting year. - Basic Company Settings
Use Basic Company Settings under Settings to open the company card of the company that you selected from the drop-down list above the left pane of the Settings screen. In the company card, you can update information, company settings, custom codes, contacts, profile lines, conversations, documents, optional fields, and external references. - Company Job Default Values
Use Company Job Default Values under Settings to configure or update the default job values of the company that you selected from the drop-down list above the left pane of the Settings screen. You can add or remove dimensions by selecting or deselecting the check boxes for Enable on Job and Enable as Company Default in . You can add or remove default job values in their corresponding Dimensions submodule. - Company Variables
Use Company Variables under Settings to configure the different company-specific variables for employees, jobs, price quotes, and so on. You can use the search and find setting number fields to locate the variable that you want to configure. - Creditor Invoice Scan
Use Creditor Invoice Scan under Settings to update storage providers, voucher file archive paths, and voucher hot folder file paths. You can edit the list of storage providers in . - Departments
Use Departments under Settings to update the list of departments in your company. You can add, delete, and merge departments. You can also edit department information, as needed. - Holidays and Absence
Use Holidays and Absence under Settings to configure and manage holiday calendars, holidays, vacation year records, and absence codes. You can add and remove holidays, holiday calendars, and vacation year records. You can also recalculate the capacity calendar and add, delete, and approve absence codes. - Inter-company Reconciliation
Use Inter-company Reconciliation under Settings if you have more than one company in your system and you want to edit or set up the inter-company reconciliation settings. - Job Creation
Use Job Creation under Settings to configure the job number sequence that will be used in the companies in your WorkBook system. You can set a new job number sequence, recalculate a company series, and enable access to employees of specific companies. You can also identify client-specific job number sequences, permissions, expenditures account, and methods. - Payment Methods for Sales Invoices
Use Payment Methods for Sales Invoices under Settings to configure the payment methods that you can use to settle sales invoices. You can add and remove payment methods and customize the text and the translation that will be displayed on the invoices. - Price Quote Defaults
Use Price Quote Defaults under Settings to configure or update the default price quote settings of the company that you selected from the drop-down list above the left pane of the Settings screen. You can allow editing of the hourly sales price on price quotes and of the profit margin on purchases on price quote lines. You can also edit the heading, introductory notes, and final comments. - Sales Invoice Billing Method
Use Sales Invoice Billing Method under Settings to configure the preset list of invoice billing methods. You can enable the active status and identify what is allowed and not allowed for each method. - Standard Phase Texts
Use Standard Phase Texts under Settings to identify or update the names of the phases that will be used in your company. You can create, edit, or remove phase names. - Standard Texts
Use Standard Texts under Settings to configure or update the preset list of text elements based on the indicated language. You can identify the translated text headline and text content of each element, as needed.
Parent Topic: Settings