Knowledge Base

10 Articles- Newcomers start here - →

• WorkBook 10.1 Release Notes
• WorkBook 10.0 Release Notes
• WorkBook Finance Training Program
• Advanced user navigation
• Basic user navigation
• Date fields and their shortcuts
• I’m a Finance user
• I’m an Account Manager
• I’m a Project Manager
• I’m a Basic User

11 ArticlesApproval Roles & Setup →

• Creditor Invoices
• Creditor invoice approval
• External approval on price quotes
• Time entry approval: Limit to billable job
• Briefing Approval
• Company Approvals
• Billing method and sales invoice approval flow
• Substitute employee
• Resource request
• Finance accounts for approval

2 ArticlesBest practice →

• Cost controlling using internal jobs
• Customer Care (Support)

7 ArticlesCRM →

• Setting up pipeline
• Export all client contacts
• CRM – 12 month summary forecast
• Setting up Pipeline Management
• ActiveCampaign integration
• Using the Pipeline Management
• Converting a prospect to a client

3 ArticlesCustomer portal →

• Collaboration in the portal
• How a client sees the portal
• Setting up a new portal

4 ArticlesDashboard →

• Creating a dashboard and adding a databoard
• Databoard – Export view
• Databoard – Parameters and script
• Databoard – How to create your own databoard

85 ArticlesFinance & Administration →

• Chart of Accounts
• Creditor Invoices
• Net Revenue Forecasts
• Cash Flow Forecast
• Update Currency Rates Automatically (Parameters)
• GLN-transfer / Electronic invoicing (EAN-transfer)
• Debtor invoice management
• VAT Setup
• Bank reconciliation
• Debtor Reminders

12 ArticlesFollow Up & Notifcations →

• Job Status Change Notifications
• Monthly WIP adjustments follow-up
• Briefing Approval
• Document approval flow
• Job status change notifications
• Job adjustment approval
• Reject vouchers awaiting for approval
• Mileage approval
• Time entry approval setup
• Voucher approvals

5 ArticlesInbox →

• Adding a resource to a conversation and booking it
• Inbox module
• Spell checking
• Sharing company news and other information
• Adding a new conversation

1 ArticlesInstallation →

• Deltek WorkBook 10 Installation Guide

78 ArticlesJobs →

• ETC / Estimated Time To Completion
• Partial invoice: Attach vouchers method
• Job Types (Checklists)
• Edit invoice After Finalization
• Report 14: Approved purchase order
• Payment methods for invoices
• Consolidated Invoicing
• Briefing templates
• Convert task to new job
• Customer projects

6 ArticlesLogin →

• How to change password
• Log-in customization
• Logins, Passwords & Blacklisting
• Two-factor authentication
• License type
• How to change password

10 ArticlesMail →

• Domain verification
• Mail Archive Agent
• Company standard texts
• Send invoice via email
• Invoice email setup
• Mail Draft Defaults
• Sending Mails
• Outgoing Mail Configuration
• E-mail import setup
• Emails

3 ArticlesMobile apps →

• Collaboration – WorkBook’s iOS App
• WorkBook iOS Share app
• Mobile apps

0 ArticlesNavigation →

3 ArticlesPersonal synchronization →

• Using the Personal Calendar
• Google Calendar Synchronization setup
• Calendar synchronization

0 ArticlesProjects & Jobs →

4 ArticlesQuick Buttons toolbar →

• Quick search
• Favorite apps – general setup and use
• Quick Buttons Toolbar
• Shortcuts and key mappings

19 ArticlesRelease Notes →

• WorkBook 10.1 Release Notes
• WorkBook 10.0 Release Notes
• 9.6.0 – Release notes
• 9.5.0 – Release notes
• 9.4.0 – Release notes
• 9.3.0 – Release notes
• 9.2.0 – Release notes
• 9.1.0 – Release notes
• 8.7.0 – Release notes
• 8.9.1 – Release notes

43 ArticlesReports →

• Report 223: Statement of accounts (Open items)
• Data export
• Report 429: Capacity Forecast
• Reports and export to Excel
• Change Logs
• Report 495 – Job Cost By Phase
• List of all reports and locations hereof
• Grey screen when printing PDF report
• Report 323: Employee profitability
• Export Data in Version 9

19 ArticlesResources →

• Client contact users
• Employee settings – add new user or disable user
• Employee Change Log
• Positions
• Custom codes
• Briefing templates
• The resource module
• Client contact users
• Business types
• Adding a contact to a customer

23 ArticlesScheduling →

• Scrum Board
• Group scheduling resource
• Report 429: Capacity Forecast
• Resource Booking
• Task matrix in Version 9
• Task bookings in Version 9
• Scheduling
• Using filters in WorkBook
• Resource booking allocation method
• Task numbering

129 ArticlesSettings →

• Material types in Version 10
• Price quote exceeds invoice (Notification) in Version 10
• VAT Setup
• Client contact users
• Sharefile integration
• Calendar synchronization
• Holiday & absence setup and reporting
• Pre-defined dimensions
• License Management from Version 10
• Data export

45 ArticlesSilverlight version →

• WorkBook Silverlight phase-out plan
• Reversing a voucher
• Clients/Debtor payments
• Partial invoice: Attach vouchers method
• Templates for briefing
• Currency Revaluation
• Holiday calculation method
• Check printing in V8
• Setup of Import
• Enter costs on closed jobs

69 ArticlesTechnical →

• Supported TLS versions on hosted WorkBook
• Improve scrolling in Firefox
• Agent 118 – Mail Import Public Agent
• Ticket system – Setup & Technical guide
• Previews
• The type ‘WorkBook.Server.Report.XRWorkBookSubreportControl’ exists in both
• Configuring websites for WorkBook
• Agent 13 – Clear all agents’ Is running flag
• System issue – Insufficient disk space in filegroup ‘PRIMARY’
• Can’t access WorkBook – EXECUTE permission was denied

4 ArticlesTicket system →

• Ticket system – Setup & Technical guide
• How to use the ticket system
• Spell checking on comments in version 8
• Set up several support inboxes in version 8

24 ArticlesTime and Expense →

• FAQ: Why can’t I make personal expense entries?
• Locked Time Sheet
• Cancel job with open time registrations
• Multiple expense entries
• Mileage entry: Sales tax on non-European companies
• Personal expenses entry: Cross-company
• Time entry description requirement
• Time sheet and time entry
• Voucher file extensions
• Time sheet compliance

4 ArticlesTo-do list →

• Deleting absences
• Personal task list in Version 9
• Set task on hold
• Task list and Personal calendar

1 ArticlesTraining programs →

• WorkBook Finance Training Program

2 ArticlesTrial →

• Introduction to 30 day trial
• Introduction to 30 day trial

1 ArticlesWorkBook Collaboration app iOS →

• Collaboration – WorkBook’s iOS App