External Reference Setup

Use External Reference Setup in the Advanced Tools submodule in the Settings module to configure external references. In WorkBook, you can use external references for integrations and to help you map external information. You can add and remove external references.

To use External Reference Setup in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

You can use external references in the following areas:

  • Jobs > Settings
  • Resources > Resource Information
  • Finance & Administration > Debtors > Debtor List > Properties
  • Finance & Administration > Creditors > Creditor List > Properties