Dashboard

by | Nov 11, 2020 | Dashboard and Search

  The Dashboard is the first module which displays when you access the application.     You can see that the Dashboard module is highlighted in blue in the module list on the left-hand side of the screen. You can navigate to other modules, by clicking...

Tasks

by | Nov 11, 2020 | Dashboard and Search

All Task information is available in this module.   It shows you all active tasks i.e. any tasks that haven’t been completed yet. In the Micro version of Workhorse this will just show tasks assigned to you. In the Pro Version, all active tasks for all users will...

User Set Up

by | Nov 11, 2020 | Initial Setup

From the settings module, you can choose ‘Users’. In this section, you can add, edit, view and disable users. You can also manage what modules the users have access to. When you access the user section you will see a list of all the users that have been set up. To...

System Settings

by | Nov 11, 2020 | Initial Setup

When logging in for the first time, navigate to the Settings module. This has five subsections: Lists, Tax Rates, Exchange Rates, Stock Locations and Integrations. To display all settings, click the arrow to the right of the word Settings.   Lists   In...

Functions and Downloads

by | Nov 11, 2020 | Initial Setup

In the top right-hand corner next to the Download and the Add New Button, you have the Function button. In each module this will allow you to do different things. In this module the function button allows you to synchronise Xero Tax Rates into Workhorse (if you use...