The Workbooks tab allows you to manage workbooks in the Web Interface directly instead of using the Excel Add-in.

You can utilize all of the regular Excel features within the workbook as well as the Excel Add-in features.


Workbook access roles are defined in the Security panel. Depending on your role, you may not have access to all features.

Workbook templates are available for the following ERPs: Sage Intacct and Sage X3.

Refer to these topics to manage workbooks: