Settings

Use the Settings module to determine how your Company's WorkBook system functions. You can configure global System Variables, Company Variables, filter criteria, resources, and other parameters that affect the behavior of your WorkBook system.

To use the Settings module, you must have access to Settings as defined in User Access Rights under Settings.

The Settings module provides the following submodules:

• Projects & Jobs
• Price Lists & Activities
• Dimensions
• Company Approvals
• Company Settings
• Tax
• Clients & Resources
• CRM Setup
• Employee Settings
• Global System Settings
• Folders, Reports, & Documents
• Finance
• Ticket Setup
• Advanced Tools
• Contacts
• Custom Codes
• Subscription
• Costing Codes