Set up a workbook

1. Click to add a new workbook.
2. In the Workbook ID field, enter an ID for the workbook. You can use up to 10 characters.
3. In the Description field, enter a description for the workbook.
4. In the Workspace drop-down menu, select the workspace you want to use in this workbook.
5. In the Transaction type drop-down menu, select the transaction type you want to use in this workbook.
   
   Depending on the workspace you have selected in step 4, you will get different options here.
6. In the Voucher entry window field, select a window that will be the entry window for this workbook.
   
   Depending on the choices in step 4 and 5, you will get different options here.
7. Optional: Select the check box Allow only one unreleased voucher batch per workbook if you need to have only one voucher batch available for editing in this workbook.
   
   If you enable this functionality, the voucher numbering sequence in a batch will not be interrupted.
8. In the Voucher batch field, select a numbering ID to use as the default number series for the voucher batch.
9. In the Voucher field, select a numbering ID to use as the default number series for the vouchers within the voucher batch.
10. In the Voucher default values section, you can fill in different default values that should apply for this workbook.
    
    The values available depends on the workspace you have selected in step 4.
    
    Example: If you have selected the workspace Customer ledger, you will get three default values that you can choose to fill in: Customer, Location, and Default description. These will then be pre-filled in the voucher window.
    
11. Click .