Set up a workbook
/visma-net-erp/help/general-ledger/manage-workbooks/set-up-a-workbook
section
2026-02-19T17:09:06+01:00
# Set up a workbook
1. Click  to add a new workbook.
1. In the **Workbook ID** field, enter an ID for the workbook. You can use up to 10 characters.
1. In the **Description** field, enter a description for the workbook.
1. In the **Workspace** drop-down menu, select the workspace you want to use in this workbook.
1. In the **Transaction type** drop-down menu, select the transaction type you want to use in this workbook. Depending on the workspace you have selected in step 4, you will get different options here.
1. In the **Voucher entry window** field, select a window that will be the entry window for this workbook. Depending on the choices in step 4 and 5, you will get different options here.
1. Optional: Select the check box **Allow only one unreleased voucher batch per workbook** if you need to have only one voucher batch available for editing in this workbook. If you enable this functionality, the voucher numbering sequence in a batch will not be interrupted.
1. In the **Voucher batch** field, select a numbering ID to use as the default number series for the voucher batch.
1. In the **Voucher** field, select a numbering ID to use as the default number series for the vouchers within the voucher batch.
1. In the **Voucher default values** section, you can fill in different default values that should apply for this workbook. The values available depends on the workspace you have selected in step 4. **Example**: If you have selected the workspace Customer ledger, you will get three default values that you can choose to fill in: **Customer**, **Location,** and **Default description**. These will then be pre-filled in the voucher window.
1. Click .
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