20 articles tagged as “User Guides”:

• A Step-by-Step Guide Connecting WorkPal to Sage Business Cloud.

  Connecting your WorkPal with Sage Business Cloud Accounting Software

  Published in:  Accountancy Software

• Adding a Client

  How to add a Client in WorkPal

  Published in:  Clients

• Create a Job From Mobile App

  How to add jobs from the WorkPal Mobile App

  Published in:  Mobile Application

• Creating a Quote Template for Routine Jobs

  How to create and use a Quote template

  Published in:  Quotes

• Editing an Asset

  How to edit information stored in Asset fields

  Published in:  Assets

• Enhancing Your QuickBooks Integration with Custom Fields

  A quick guide on how to set up some custom fields within quickbooks.

  Published in:  Accountancy Software

• Follow Up Jobs

  How to set up and arrange for Jobs to be revisited

  Published in:  Advanced Workflows

• How to fix the quickbook ref number not showing on WorkPal

  A guide on troubleshooting some issues you may come across when using quickbooks through workpal

  Published in:  Accountancy Software

• How to install the Workpal app on your device

  A quick guide on installing the app to your mobile/tablet

  Published in:  Mobile Application

• How to set the Invoice to use Site Details instead of Client Details

  How to switch between client or site address on invoices

  Published in:  Invoices

• How to update your device and Workpal app

  An overview on how to keep your device and the workpal app up-to-date.

  Published in:  Mobile Application

• Importing Assets

  How to batch import Assets

  Published in:  Data Export/Import

• Moving a Client

  How to move a Client between Groups

  Published in:  Clients

• New Batch Export function

  A how to guide for the batch export function

  Published in:  Data Export/Import

• New Vehicle Tab

  A description of the vehicle feature on the mobile app and how to add a vehicle check.

  Published in:  Mobile Application

• Nominal codes

  A brief explanation of what nominal codes are and how to utilise them on Workpal.

  Published in:  Invoices

• QuickBooks setup Guide

  How to setup the integration with WorkPal and QuickBooks

  Published in:  Accountancy Software

• Syncing WorkPal and QuickBooks Invoice Numbers

  A guide on syncing workpal and Quickbooks invoice numbers.

  Published in:  Accountancy Software

• Updating Invoice Date

  A guide on updating the date you want shown on your invoices.

  Published in:  Invoices

• Using the same login on multiple devices

  An explanation on why you should not do this within workpal

  Published in:  Users