Manage Book

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.
Written by Paul Archer
Updated over a week ago

Creating, Retrieving, & Printing Books

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

Navigating The Book

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