14 articles tagged as “preferences”:

• Customising Feature Labels in WorkPal

  How to customise the Labels on your WorkPal

  Published in:  WP Preferences

• Email Templates

  How to customise the emails that WorkPal sends.

  Published in:  WP Preferences

• Features

  Features within the Preferences menu

  Published in:  WP Preferences

• How to manually add a nominal code.

  An explanation on how to manually add custom nominal codes

  Published in:  Invoices

• Invoice on job complete

  A brief tutorial on how to automatically create an invoice when a job completes.

  Published in:  Invoices

• Job List Preferences

  How to use and customise the Job List

  Published in:  WP Preferences

• Managing Your Asset Preferences

  How to customise Asset fields and the settings relating to Assets.

  Published in:  WP Preferences

• Purchase Orders Preferences

  A walkthrough of the Preferences available for Purchase Orders

  Published in:  WP Preferences

• Quotes/Invoices Preferences

  A walkthrough of the Preferences available for Quotes and Invoices

  Published in:  WP Preferences

• Understanding and Utilising the Email Event Log in WorkPal

  The Email Event Log is an indispensable diagnostic tool for WorkPal Desktop Users, designed to provide comprehensive insights into all email communications sent from your system. It's particularly useful for diagnosing any issues related to email delivery.

  Published in:  Frequently Asked Questions

• Understanding Job Sheets in WorkPal

  An explanation of Job Sheets

  Published in:  Jobs

• WorkPal Notes: Your Guide to Smarter Job Information

  Note Types and how to Edit Note Types

  Published in:  WP Preferences

• Xero Integration Guide

  Connecting your WorkPal with Xero Accounting Software

  Published in:  Accountancy Software

• Your Details

  A Guide to setting up your company details in the Preferences Menu

  Published in:  WP Preferences