Workbooks

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.

Note

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:

Did this topic answer all your questions?
Yes No

Sorry about that

Why wasn't this helpful? (check all that apply)

I couldn't find what I was looking for

The instructions were confusing or unclear

The instructions didn't work

Thank you for your feedback.

Would you like to give us more details on this?

Send your feedback to our documentation team.

Great!

Thanks for taking the time to give us some feedback.