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Mastering Workroomly Finance
Learn your way around the Finance module, from configuration and source documents to allocations, accounting and reports.
- Finance course 01 — Finding your way around Workroomly Finance
- Finance course 02 — Checking the configuration behind your work
- Finance course 03 — Understanding accounts and the opening position
- Finance course 04 — Understanding tax setup and posting controls
Respond to a customer enquiry
Read the enquiry and response guides as reference, then carry out the final case once. Capture one lead, send one complete response and link its next action. Reuse existing records; do not create a second draft or repeat a sent response.
- Triage an incoming request
- Capture and update a customer enquiry
- Prepare and save a complete email draft
- Check the audience and material before sending
Hand customer work to its delivery owner
Read the task and handoff guides first, then use the final case once to pass the agreed scope to its delivery owner. Confirm the same task’s brief, assignee and deadline. This path ends at delivery-owner handoff, not Finance processing.
- Hand off an agreed customer job to delivery
- Assign a task and clarify responsibility
- Set task dates priority and effort
- Hand an agreed customer scope to delivery
Deliver and close a customer project
Read the project, task and review guides as reference, then perform the final case once. Create or reuse separate production and delivery tasks, review the output and record recipient acceptance before completing the same project.
- Create a project with a clear scope
- Create a task with a clear brief
- Review an output and record the decision
- Deliver the work and complete the project
Capture the right job application
Check an existing vacancy, capture one genuine application and give the recruitment owner the correct identity and decision inputs. This path stops before offer, hire and employee creation.
- Review a vacancy’s setup before recruitment
- Capture a job application for the right vacancy
Coordinate a starter’s first week
Connect the correct employee’s onboarding checklist and first course assignment, then check completed work and remaining owners. Start with an existing employee, approved template, published course and usable learner account.
- Find an employee and understand their People record
- Start onboarding and update its checklist
- Assign a course and check learner progress
- Coordinate a new starter’s first week
Review leave and verify the balance
Read the approval controls first, then use the leave guide to check policy and balance before making one decision on an existing pending request. Verify the same employee, leave type and year afterward. For authorised reviewers; no new leave request or payroll processing.
- Review and approve the right request
- Review a leave request and check the balance
Turn a review into development work
Read the review and Board guides as reference. In the final case, agree the development action with the employee before creating or assigning one owned, dated task. Review its actual output on the same record; task completion alone does not prove skill.
- Submit a manager performance review
- Create a task with a clear brief
- Assign a task and clarify responsibility
- Set task dates priority and effort
Prepare a pay change for review
Use the compensation guide as reference, comparing a payslip only if a relevant one exists. Then apply the final case to prepare one approved employee pay adjustment and a clear payroll handoff. Approval, payroll application and payment remain separate.
- Check compensation against an existing payslip
- Prepare a pay adjustment for payroll review
Publish a policy readers can use
Publish the approved version, verify supporting-file access and check intended readers’ receipts and practical understanding separately. Start with an existing policy draft or its published version and a confirmed audience.
- Find the right file and check who can use it
- Revise and publish a policy draft
- Publish a policy and check the reader outcome
Get a purchase request reviewed
Capture the department’s need and checked estimate in one request, submit it once and verify the actual internal-review result. Use the existing purchasing route and budget evidence; approval is not an order or payment.
- Create a purchase request for approval
- Create a department purchase request for review
Revise a purchase request safely
Read the purchase-request guide as reference first, then use the final case to revise the same editable request. Preserve original lines and verify changes, estimate and state; do not create, submit/resubmit or approve from the reference lesson.
- Create a purchase request for approval
- Revise a purchase request without duplicating it
Prepare a supplier for internal review
Create or reuse the correct supplier, complete one onboarding case with genuine evidence and submit it for the right internal review. Keep a recommendation and submitted case separate from approval or supplier activation.
- Create a supplier and start onboarding
- Review supplier evidence and qualification
- Prepare supplier onboarding for internal review
Prepare a service invoice for issue
Build and review a service invoice with the correct customer, billing contact and discount basis. Read the invoice tutorial’s issue steps as later-stage context; this case’s practice stops at internal review, before Issue or posting.
- Create and issue a customer invoice
- Review a service invoice before issue
Submit a receipt-backed travel claim
Read the expense-claim guide as reference first, then apply the final case to one employee-funded trip. Before creating or submitting, check company payments, advances and prior claims; match readable receipts to the lines and submit the same eligible claim once. Reimbursement is separate.
- Submit an employee expense claim
- Submit a receipt-backed travel claim
Check budget before requesting spend
Read the budget and purchasing-control guides as reference only. In the final case, compare an existing budget with purchasing availability and its obligations. Do not create budgets or change reviewers, controls, routes or delegations; a remaining balance is not purchase approval.
- Create a budget with allocation lines
- Set purchase reviewers and budget checks
- Check a department budget before requesting spend
Set up an item and trace incoming stock
Define an item and its storage, record a genuine delivery against an existing issued purchase order, and trace the accepted quantity into Inventory. Finish by checking the same item and receipt end to end, without creating them again.
- Create and activate an Inventory item
- Create warehouse locations with the right parent
- Record a delivery and inspect the goods
- Review a source-linked receipt and its quantities
Transfer stock and reconcile the count
Check usable stock, follow a warehouse transfer and reconcile source, transit and destination. Then review an existing count record against actual count evidence at the same item, location and cutoff. Use the final case to check the same records without repeating completed movements.
- Check an item’s stock and availability
- Trace a stock balance through its movements
- Transfer stock between warehouses
- Review stock counts and investigate differences
Plan production and check usable output
Start with a lot-tracked manufactured item. Check its definitions, plan demand and prepare the production order, then use actual operation, output-lot and final-inspection records to review usable stock. Apply the final case to the same chain; planning alone does not produce or release stock.
- Check a product’s BOM and routing
- Run material planning for production demand
- Prepare a production order for release
- Check operation progress and material use
Issue, return and maintain an asset
Follow one accepted asset through assignment, actual handover and return inspection. Use the maintenance lessons only when a problem needs work. Finish with the end-to-end guide to review the same asset and records; do not repeat completed actions.
- Find an asset and check its custody
- Request issue and acknowledge asset custody
- Receive and review an asset return
- Create a maintenance request and linked work order
Dispatch a delivery and close its trip
Read the trip and outcome guides as reference first. Start the final case with an existing stock-linked delivery after Inventory picking and issue, or a genuinely standalone movement. Follow only its actual success or failure outcome, then close the same trip and check resource release.
- Prepare a vehicle and driver for a trip
- Create a standalone delivery request
- Plan and schedule a trip with its delivery
- Record a delivery outcome with genuine proof
Check a teammate is ready to start
Distinguish a People record from membership and permissions, then check access through the teammate’s own account. Apply the checks to the same teammate and agreed work in the final case.
- Find an employee and understand their People record
- Understand roles and member access
- Check a teammate’s access
- Check a team member’s access before work starts
Reserve organiser-only planning time
Check a room’s actual access, then save and verify a one-off Calendar appointment with no guests. Use the same planned appointment in the final case; reuse an exact existing event instead of duplicating it.
- Prepare the people and privacy for a meeting
- Create and check a calendar appointment
- Schedule an organiser-only planning appointment
Hand off support and verify resolution
Read the handoff, review and response guides as reference, then carry out the final case once on the same ticket and specialist task. Check the returned work, send one needed requester update and resolve only when the agreed outcome is met. Do not repeat a sent update or completed transition.
- Hand off support work to a Board task
- Review a solution before resolving a ticket
- Send a useful customer update
- Resolve and close a ticket at the right time
Measure a delivery improvement
Use the measurement and Goals guides as reference. In the final case, add or reuse one key result under the existing goal and objective, then save its progress from current evidence. Reopen the same result to verify its measurement and percentage.
- Define a goal you can measure
- Create a goal objective and key result
- Update a key result’s progress
- Track a delivery improvement with a key result
Verify a task update with CoBrain
Choose the right sources, send a scoped read-only task question and check the answer against the saved task. Apply the checks to the same task and response in the final case, making missing or conflicting facts explicit.
- Choose sources and write a clear CoBrain prompt
- Check a CoBrain answer against the source
- Check a CoBrain answer against the source task
Prepare an inactive workflow for review
Learn the graph and data checks, then use the final guide to build or reopen one inactive comparison draft. Apply the earlier checks to that saved draft without running it, activating it or adding actions.
- Understand the parts of a workflow
- Choose the right data for a workflow condition
- Save an inactive workflow for review
Solve one workflow. Understand the system around it.
137 lessons
Check an item’s stock and availability
Find the exact SKU and read its stock quantities and location records before promising availability.
Open lessonFind an asset and check its custody
Identify the exact asset and read its lifecycle, availability, custody and condition separately.
Open lessonFollow a purchase from request to receipt
Understand which purchasing record to open at each stage and how related records fit together.
Open lessonFind the Finance record you need
Choose the right Finance workspace for a customer charge, supplier bill, outstanding balance or accounting report.
Open lessonFind an employee and understand their People record
Locate the right person, review their organisational details and distinguish their employee record from their Workroomly access.
Open lessonThe lesson ends. The better workflow stays.
Open Workroomly beside the lesson, build one connected motion, and leave the business running better than you found it.