Procedures
Use the procedures in this section to complete resource-related tasks.
- Related Topics:
- General Resource Information
Use the procedures in this section to manage all types of resources and the tasks associated with them. For procedures that apply to specific resource types, see Learn more about... below. - Contacts
Use the procedures in this section to manage resource contacts and contact settings. - Employees
Use the procedures in this section to view or update employee information and settings. - Clients
Use the procedures in this section to create clients and define client settings. - Companies
Use the procedures in this section to create companies and set up how they process and store financial transactions in WorkBook. - Suppliers, Competitors, Connections, and Related Resources
Use the procedures in this section to can add suppliers, connections, competitors, and related resources, and to define their settings.
Parent Topic: Resources