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Knowledge base
Home
Home Q&A
4
What Keyboard Shortcuts are available?
Browser Cookies and Cache: How They Impact Web Pages and Troubleshooting Steps
How do I clear cache on a mobile device?
How do I update my mobile operating system?
Jobs
Jobs Q&A
2
Why can't I see my new Job?
How can I find out when my Job was created?
Contracts Q&A
1
Why can't I create a Forecast?
Lists
Lists Q&A
0
Management Reports
Management Reports Q&A
0
Dockets and Daysheets
Dockets and Daysheets Q&A
0
Dockets and Daysheets Setup Q&A
0
Purchasing
Purchase Order Q&A
4
Why isn't the Copy Lines function working in my PO?
Why am I getting an "over budget" warning when I save my Purchase Order?
How can I see what Inwards Receipts, AP Vouchers and AP Invoice lines are related to a specific PO line?
Editing AP invoice lines - Batched but not exported
Voucher Q&A
0
Purchase Invoice Q&A
3
Why can't I approve an AP Invoice?
How do I fix the date on my invoice?
How do I fix an incorrectly entered AP Invoice?
Other Purchasing Q&A
4
Xtracta: What can I do if I encounter error “Document XXXXX is currently unavailable. Please try again later.”?
Xtracta: What is the difference between Cancelling and Deleting an Image Document?
Xtracta: What can I do if the image appears blurry on Image Documents?
Xtracta: What do the coloured dots mean?
Purchasing Setup Q&A
0
Stock
Stock Q&A
0
Stock processing Q&A
0
Stock Setup Q&A
0
Subcontracts
Subcontracts Q&A
0
Work Orders Q&A
2
How do I uncomplete a Work Order?
Why am I getting an "over budget" warning when I save my Work Order?
Plant
Plant Q&A
0
Plant processing Q&A
0
Plant Setup Q&A
0
Timesheets
Timesheets Q&A
4
Editing Payroll Timesheet/Batch with EBA- Not exported
Why isn't the Activity Code displaying?
Why won't my notes save?
Where are my transactions in my Payroll batch?
EBA Q&A
0
Timesheets Setup Q&A
0
Timesheets Approval Q&A
0
Expense Claims
Expense Claims Q&A
0
Leave Management
Leave Management Q&A
2
Why is there no Timesheet for a Leave Request?
Why is my Leave Request showing as a Duplicate?
Leave Management Setup Q&A
0
Billing
Sales Invoice Q&A
3
How to set From Address for Job Sales Invoices?
How do I control which Subclaims can be sold?
Why does my invoice show COPY ONLY?
Contract Claim Q&A
1
When are Claim Numbers generated?
Billing Setup Q&A
1
Where are my receipts?
Quotes
Quotes Q&A
0
Resource Scheduling
Resource Scheduling Q&A
0
Resource Scheduling Setup Q&A
0
Datasheets
Datasheet Q&A
1
Datasheets: Object reference not set to an instance of an object
Datasheet Setup Q&A
0
Service Desk
Service Desk Q&A
0
Month End
Month End Q&A
3
What does closing periods do?
Why can't I close my Stock period?
Can I Run the WIP More Than Once Per Month?
Processes Q&A
0
Utilities Q&A
5
How do we transfer a transaction that was incorrectly entered?
How do I update Cost and Retail values?
How do I change a Job Code?
Why am I getting an error running wbUtilityRebatchNegativeInvoices?
How do I change a schedule code
Work Breakdown
Work Breakdown Q&A
0
System Setup
General Q&A
4
How can I change my company's logo across Workbench?
What the maximum file size I can attach?
How do I hide or show tabs?
How to change Financial Company address?
Reporting Q&A
0
Workflow Q&A
0
Other System Setup Q&A
0
Administration
Users Q&A
4
How do I add a new user?
How to reset password for a user
How do I reactivate an ex-employee?
How do I set my Out Of Office when I go on leave?
Application Access Q&A
5
How do I add a new licence?
How do I remove a licence that I no longer need?
How can I know what licences I need to access a page?
How do I change the Licence Administrators?
How do I assign a licence to a user?
General Config Q&A
3
How to configure From address for Purchase Orders?
How do I edit the footer details in for my reports?
Why can't I see my Extension Columns?
Data Transfer Q&A
1
Installing & maintaining Workbench for Greentree
System Admin Q&A
3
Workbench emails being flagged as spam or rejected by recipients
Office 365 Integration
Multifactor Authentication (MFA)
Other Administration Q&A
0
Installs & Upgrades Q&A
0
Sharperlight
Sharperlight Q&A
4
Sharperlight Client Install
How do I connect to the Sharperlight service?
How do I reset my Sharperlight password?
Where can I find the latest documentation for Sharperlight?
Upvise
Upvise Q&A
20
Setting a Default Start App in Upvise
How to sync Plant Extension fields from Workbench to Upvise?
How do I create a new user in Upvise?
Why is my project showing in the "Not Started" list?
Setting Up a NEW Purchase Order (PO) Number Range for Upvise Users
View all 20
Upvise Technical Q&A
15
Work Centers Not Appearing in the Daily Diary or Purchase Order Form in Upvise (Post v4.7.16 Release)
Upvise Admin Troubleshooting Guide
Understanding Upvise's Local Database
How to view device details for Users in Upvise?
Button Quick Links – Setup Guide
View all 15
Financials
SAP Q&A
1
SAP Export Batch stuck In Progress
Xero Q&A
18
New contacts not syncing to Workbench from Xero
Xero Export Batch Limit Error
What is the File Size Limit with Xero?
Payroll Calendar has a Start Date after the date of the Timesheet
Xero API error calling UpdateOrCreateManualJournals ...504 Gateway Time-out
View all 18
MYOB Q&A
2
What attachments can I send to MYOB?
Why doesn't MYOB Account Right import daily
Business Central Q&A
1
Error when posting Batch Labour Journal : Batch out of balance.
Other Financials Q&A
1
SAP Batch stuck In Progress
