Configuring Wiplist helps you create a workspace that matches your business processes, workflows, and goals. By tailoring settings, such as teams, workflows, price lists, templates, email templates, and accounting integrations, you can:
Improve efficiency and accuracy
Enhance team collaboration
Ensure Wiplist works seamlessly with your operations
Free up time for higher-value tasks
Once configured, these settings ensure your platform reflects how your business actually works.
Administrators can quickly manage and update settings which take effect immediately, these include:
Configuration settings
Teams | Teams are a great way to assign multiple users to your projects quickly and easily. For larger businesses use multiple teams to segment disciplines and leverage reporting features. |
Workflows | Workflows help teams organise and track their work. Within a workflow, work is divided into stages. These stages serve as the building blocks for organising tasks and represent the various steps required to reach completion. |
Price List | Price Lists organise your financial categories used in estimates, purchases, expenses, invoices and reporting. Select pricing models, manage multiple rate cards and margins for both purchase and sale items. |
Taxes | Every line item entered in estimates, purchases, expenses and invoices needs a tax rate. You can add these taxes to the rates in your price list to use as a default, but they can be change when creating estimates, invoices and expenses. |
Currencies | Your local currency is used for all estimates, invoices, purchases, timesheets and expenses. By adding new currencies you can show converted totals in your clients' or suppliers' preferred currency. |
Templates | Manage your client master templates for estimates, invoices, purchases, timesheets and expenses for consistency and streamlined workflows. |
Email Templates | Create pre-set email templates to send estimates, invoices and purchases directly from Wiplist. |
Page Layouts | Manage all of your organisations master page templates for estimates, invoices and purchases to maintain consistency. |
Administrator Settings
Account Settings | Use account settings to create default sale and purchase items, payment terms, and estimate validity. The numbering function generates unique identifiers for projects, estimates, invoices, and purchases to help identify the sequence type. |
Manage Users | Manage user role, profile details, work hours, activate and deactivate users, and password updates. |
Subscription | Manage your monthly plan, see renewal dates and stored payment methods. |
Security | We've recently introduced SSO via SAML 2.0 for user authentication. Please be advised this feature is currently in beta testing phase, to report issues please contact our support team. |
Integrations | Connect your third-party accounting systems to integrate financial data. |