External Reference Setup

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

You can use external references in the following submodules:

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