Settings
Use Settings to determine how your company's WorkBook system will flow. You can configure global system variables, company variables, filter criteria, and resources.
To manage and edit these settings, you must have access to Settings as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Projects & Jobs
Use the Projects & Jobs module to configure project- and job-related settings such as statuses, tags, and templates. It contains the following submodules: - Price Lists & Activities
Use the Price Lists & Activities module to configure client- or company-specific information such as price lists, activities, and employee price groups. It contains the following submodules: - Dimensions
Use the Dimensions module to configure fixed and user-defined dimensions. Dimensions can be used throughout WorkBook to group, filter, and tag data. It contains the following submodules: - Company Approvals
Use the Company Approvals module to configure approval flows. You can create roles, identify specific employees for certain roles, and set role priorities. It contains the following submodules: - Company Settings
Use the Company Settings module to configure company-specific settings. It contains the following submodules: - Tax
Use the Tax module to set up sales tax codes and jurisdictions for the methods and rates that your tax authorities require. - Clients & Resources
Use the Clients & Resources module to manage business types, resource groups and resource profiles and grant new employees access to client data. It contains the Business, New Employee Access to Clients, Resource Groups, and Resource Profiles submodules. - CRM Setup
Use the CRM Setup module to configure CRM activities, competitors, forecasts, lost reasons, ratings, and status codes. It contains the following submodules: - Employee Settings
Use the Employee Settings module to configure employee settings such as default and exception capacity profiles, creditor mappings, cross-company access, positions, rates and billable targets, and teams. It contains the following submodules: - Global System Settings
Use the Global System Settings module to configure the settings that are applicable to all the companies in your WorkBook system. It contains the following submodules: - Folders, Reports & Documents
Use the Folders, Reports & Documents module to set up and configure various document and report templates in WorkBook. These include email templates, finance reports, report attachments, report filenames, report layouts and watermarks, and storage and folders. - Finance
Use the Finance module to configure company-specific finance settings such as holding accounts, journal types, and residual cost codes. It contains the following submodules: - Ticket Setup
Use the Ticket Setup module to configure your WorkBook ticket system and allow users to submit support tickets that are tied to jobs. The module contains the following submodules: - Advanced Tools
Use the Advanced Tools module to configure different tools such as agents, calendars, and databoards. It contains the following submodules: - Contacts
Use the Contacts module to configure job request templates. It contains the Contact New Job Request submodule. - Custom Codes
Use the Custom Codes module to configure custom codes. It contains the Custom Code Types submodule. - Subscription
Use the Subscription module to configure subscription billing details and items. It contains the Subscription Billing and Subscription Items submodules. - Costing Codes
A new addition to WorkBook, Costing Codes allow you to set up and customize structures to record cost and revenue more accurately. Costing codes can be applied to both jobs and tasks.
Parent Topic: WorkBook Online Help