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This tutorial shows how to view outstanding sales invoices in the Worktraq App, giving you a clear picture of unpaid invoices in your business. Video Tutorial 1. Open Sales Invoice Section Click "Sale Invoice" to access invoice reports. 2. Open Outstan...

This tutorial shows how to view outstanding sales invoices for a specific company in the Worktraq App, helping you track unpaid invoices more accurately. Video Tutorial 1. Open Sales Invoice Section Click "Sale Invoice" to access invoice reports. 2. Op...

This tutorial shows how to access the reporting workspace in the Worktraq App, navigate report categories, and generate reports using available filters and tools. Video Tutorial 1. Go to Reports Section Use the left menu to navigate to the Reports sectio...

This tutorial shows how to configure employee roles and permissions in the Worktraq App. Video Tutorial 1. Open Main Menu Click the main navigation menu to access system options. 2. Go to Admin Settings Select "Admin Setting" to enter the configurati...

This tutorial shows how to configure your company’s general settings in the Worktraq App, including branding, contact details, and operational preferences. Video Tutorial 1. Open General Settings Click "General" to access company configuration options. ...

This guide walks you through how to configure and manage shipping companies within the WorkTraq App. Video Tutorial 1. Open Shipping Company Section Navigate to the "Shipping Company" section to view and manage all shipping carriers. 2. View Shipping C...

This tutorial walks you through how to configure asset workflow settings in the Worktraq App. Video Tutorial 1. Navigate to Workflow Tab Open the Workflow tab to access and manage workflow configurations. 2. Workflow List All existing workflows are di...

This tutorial guides you through creating and configuring price break tables in the Worktraq App, enabling you to apply different pricing levels based on quantity ranges, units of measurement, and markup rules. Video Tutorial 1. Access Sales Rule Section ...

This tutorial walks you through managing and configuring pricing tables in the Worktraq App, allowing you to control pricing structures and reuse them across products. Video Tutorial 1. Access Sales Ruler Module Click "Sales Rule" to open the sales manage...

This tutorial walks you through how to generate an Invoice by Area Detail report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Customer Re...

This tutorial walks you through how to generate an Invoice by Area Summary report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Customer R...

This tutorial walks you through how to generate an Invoice by Customer Detailed report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Reports Select "Custo...

This guide walks you through how to manage company locations and their contacts in the Worktraq App. Video Tutorial 1. Open Locations Click "Location" from the middle menu to view all company locations. 2. Use the Search Bar At the top of the table, u...

This tutorial walks you through how to generate an Invoice by Customer Detailed Include Tax amounts report in the Worktraq App. Video Tutorial 1. Open Sales Invoice Navigate to "Sale Invoice" to access all invoice-related features. 2. Go to Customer Re...