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...

User Settings

by | Nov 11, 2020 | Initial Setup

In the top right-hand corner of the screen, to the left of the Help and Log out button you can find the User Settings icon. Click on this to view the User Settings. There are three settings: My Profile, Change Password and My Company Details. My ProfileAllows you to...