Knowledge Base

An overview of what Sales Tax Regimes are and where to find the in Workbooks.

How to control the Exchange Rates that are used on Transaction Documents, and an overview as to when an exchange rate will be updated on a document.

Introduction to Own Organisations Own Organisation is an important concept in Workbooks.  An Own Organisation record is used to identify the relationships that exist between your Organisation and other records in Workbooks. Amongst other things

Accounting Periods in Workbooks are used for setting specified periods (e.g. financial years). These are important because they allow you to generate Forecasts or Quotas and you won’t be able to generate Reports based on specific