Setting a Blank Default Currency on Transaction Documents Last updated : 13th September 2022 When creating Transactional Documents, such as a Quotation or an Invoice, the Document Currency will default to the User’s Own Organisation Home Currency. However, if your firm operates with multiple currencies, it is possible to Continue Reading
Copying Transaction Documents Last updated : 16th February 2025 How to create Transaction Documents by copying the information from another. Continue Reading
Managing Transaction Document Statuses Last updated : 3rd December 2010 How to restrict or enable what fields can be edited when a transaction document has a particular status i.e. DRAFT or POSTED. Continue Reading
Managing Transaction Document Currencies Last updated : 3rd December 2010 How to manage the currencies in Workbooks, including the difference between the Home Currency and a Foreign Currency. Continue Reading
Transaction Documents Fields Help Last updated : 2nd December 2010 What each of the fields are used for within Transaction Documents. Continue Reading
Printing & Sending Transaction Documents Last updated : 2nd December 2010 How to create a PDF copy of your document to be printing or set it up to automatically be attached to an email. Continue Reading
