Module Overview:

The System Setup Site Map tree is where most configuration-related screens are located. Many modules require their respective areas to be set up prior to being used.

In it you will find the Setup Wizard for new databases as well as options for system settings, integration to host financial systems, setup of Jobs and Billing, Plant Management and Timesheets.

Child Pages:

• Setup Wizard
• General
  • Financial Companies
    • Multiple Financial Company Setup
  • Locations
  • GST Types
  • Group Categories
  • Groups
  • Report Text Templates
  • Currencies
  • GL Accounts
• Companies Setup
  • Company Types
  • Insurance Types
• Jobs Setup
  • Job Types
  • Price Codes
  • Trust Accounts
  • Contract Types
  • Budget Types
  • Retention Codes
  • WIP Codes
• Reporting Setup
  • Reports
  • Report Groups
  • Personalised text on Reports - footer & header
  • Sharperlight within Workbench
  • All Reports
    • Report Instance
    • Report Viewer
• To Dos and Notes
  • To Do Note Types
  • To Do Statuses
• Documents Setup
  • Register Types
  • Register Email Templates
  • Category Hierarchy
• Workflow
  • Workflow Types
  • Workflow Schemas
  • Workflow Delegation