14 articles tagged as “preferences”:

• Customising Feature Labels in WorkPal

  How to customise the Labels on your WorkPal

  Published in:  WP Preferences

• Forms and Reports preferences Guide

  Located within the Preferences Menu This guide provides an overview of the Forms and Reports tabs found within the Preferences section of WorkPal. It explains how to view, manage, and customise each feature to suit your organisation's needs.

  Published in:  WP Preferences

• How to edit Email Templates

  How to customise the emails templates in the preferences tab.

  Published in:  WP Preferences

• How to manually add a nominal code.

  An explanation on how to manually add custom nominal codes

  Published in:  Invoices/Quotes and Purchase Orders

• Invoice on job complete

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

  Published in:  Invoices/Quotes and Purchase Orders

• Job List Preferences

  How to use and edit 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

• 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:  How to guides

• Understanding Job Sheets in WorkPal

  An explanation of Job Sheets

  Published in:  Jobs

• User Categories

  A description of our "user category" feature on WorkPal

  Published in:  Users

• WorkPal Notes: Your Guide to Smarter Job Information

  Note Types and how to Edit Note Types in the preferences tab.

  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