Workbooks (Preview)

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

Users will be able to utilize all of the regular Excel features within the workbook and also be able to use the Excel Add-in features. Workbook access roles are defined in the Security panel.

Workbook templates are available for the following ERPs:

Sage Intacct
Sage X3

Refer to these topics to manage workbooks:

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