Documentation

Getting Started
Learn the basics of Workstation.io
Introduction to Workstation.io

Overview of the platform and its features

Setting Up Your Account

Create and configure your account

Dashboard Overview

Navigate and understand your dashboard

Quick Start Guide

Get up and running in minutes

Expense Tracking
Learn how to manage your expenses
Adding Expenses

Record and categorize your business expenses

Managing Categories

Create and organize expense categories

Expense Reports

Generate and analyze expense reports

Receipt Management

Upload and organize receipts

Invoice Management
Learn how to create and manage invoices
Creating Invoices

Generate professional invoices

Customizing Templates

Personalize your invoice appearance

Sending Invoices

Deliver invoices to clients

Payment Tracking

Monitor invoice payment status

Settings & Configuration
Learn how to customize your workspace
Business Information

Update your company details

Appearance Settings

Customize the look and feel

Data Management

Export, import, and manage your data

Notification Preferences

Configure alerts and reminders

Need more help?

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