Guides & Tutorials

Accounting

Customers

Adding customers is simple. Just go to your Accounting Tab > Sales > Customers. Here you can add new customers or build upon current customer profiles.

You will simply be able to auto fill estimates and invoices with these customer profiles as you wish. You will also be able to record vital customer information that will not only help with creating a wonderful customer experience but also increase your bottom line!

Expenses

To add expenses manually for your business, go to the Accounting tab > Payables > Expenses.

Your Wrkmash Portal will get smarter as you continue to use it, creating a simple a seamless back office. Now you will have time to create the customer experience you have always imagined.

GL & Accounts

If you go to your Accounting Tab > GL & Accounts you will find a menu of options. First you will want to fill in your simple Chart of Accounts to get your overall Accounting section underway.

- Bank Reconciliation
- Void a transaction
- Attach documents (receipts, invoices, etc.)

Accounting

Customers

Adding customers is simple. Just go to your Accounting Tab > Sales > Customers. Here you can add new customers or build upon current customer profiles.

You will simply be able to auto fill estimates and invoices with these customer profiles as you wish. You will also be able to record vital customer information that will not only help with creating a wonderful customer experience but also increase your bottom line!

Expenses

To add expenses manually for your business, go to the Accounting tab > Payables > Expenses.

Your Wrkmash Portal will get smarter as you continue to use it, creating a simple a seamless back office. Now you will have time to create the customer experience you have always imagined.

GL & Accounts

If you go to your Accounting Tab > GL & Accounts you will find a menu of options. First you will want to fill in your simple Chart of Accounts to get your overall Accounting section underway.

- Bank Reconciliation
- Void a transaction
- Attach documents (receipts, invoices, etc.)

Inventory

Generate barcodes

Generate barcodes instantly by going to your Inventory Management App.
Load your inventory and then generate barcodes and print them onto your products for easy and quick checkouts and management.

Vendors

Keep track of all your vendors and suppliers in one place. Categorize them by industry and easily compare products by vendor. Simply add the information and Wrkmash will track receivables by vendor and more.

Low inventory and categories

Inport your inventory with ease or build from scratch.
It is easy to set parameters and warnings so you never run out of product again!

Inventory

Generate barcodes

Generate barcodes instantly by going to your Inventory Management App.
Load your inventory and then generate barcodes and print them onto your products for easy and quick checkouts and management.

Vendors

Keep track of all your vendors and suppliers in one place. Categorize them by industry and easily compare products by vendor. Simply add the information and Wrkmash will track receivables by vendor and more.

Low inventory and categories

Inport your inventory with ease or build from scratch.
It is easy to set parameters and warnings so you never run out of product again!

Dashboard & Settings

Updated videos and tips coming soon!

Dashboard & Settings

Updated videos and tips coming soon!