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User Settings

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 Profile Allows you to change the Name and Display…
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System Settings

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 Workhorse there are several dropdown fields which you can configure with values which make…
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Functions and Downloads

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 Xero accounting package). In between the functions…
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