Manage Book

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8 articles in this collection
Written by Paul Archer

Activating and Inactivating Business Types, Categories, and Sub-Categories

Stopping business types, categories, and sub-categories from showing up in your book. Inactivating and activating.
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Written by Paul Archer
Updated over a week ago

Creating, Retrieving, & Printing Books

Mobile, Print Book, Price Book
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Written by Paul Archer
Updated over a week ago

Setting Chart Of Account For Price Book Tasks

This article will describe how to set your chart of account for your tasks within your price book
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Written by Paul Archer
Updated over a week ago

Navigating The Book

This article will describe how to navigate the manage book section optimally
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Written by Paul Archer
Updated over a week ago

Editing Tasks In A Book & Assigning Tasks To Multiple Categories

This article will describe the process for editing tasks directly from the manage book section and assigning tasks to multiple categories
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Written by Paul Archer
Updated over a week ago

Adding Images & Notes To Business Types, Categories, and Subcategories

This article will describe how to add images & notes to a business type, category, and subcategory.
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Written by Paul Archer
Updated over a week ago

Creating and Combining Categories

This article will describe how to create new categories and combine old ones in your manage book section
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Written by Paul Archer
Updated over a week ago

Manage Book Task/Add-On Update [Using The Toggle]

This article details the changes to book management in relation to a change in Task/Add-on with the new Profit Rhino build.
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Written by Paul Archer
Updated over a week ago