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Setup Wizard

Setup Wizard

Owned by Daniel Akers
Last updated: Mar 10, 2025 by Maria Harreguy
3 min read

Overview:

This feature is typically used to initialize various setup areas of Workbench when a new database is created, but can also be used as a shortcut to common System Setup topics, Control Parameters, and Settings.

As every implementation will vary, settings will need to be decided during the client scoping and implementation process. The following documentation explains the purpose of each section as the system provides a description of each option natively.

Screen Guide:

 

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The first section is Financial includes:

  • System Currency: Select the local currency for the system.

  • Currencies List: Manage all foreign currencies and their conversion rates.

  • GST Types: Manage GST types and rates.

  • Default GST Rate: View and update the default GST rate for the system.

  • GST Table: Update GST rates to GST types, Activities, and Sales Codes when necessary, after updating a rate on existing and already assigned GST Types.

 

This section is dedicated to the basic financial setup, including Financial Companies, Currencies, and GST Types.

  • Batch Prefix - configure how you want your batch numbers to be constructed:

    • LL for Location Prefix (set it on each Location), T is the type number (these types are hardcoded in the system), YY for the year of the financial Year.

    • LL, T, YY can be combined and the order can be the order of your preference.

In this section we can change basic system and batch settings as well as a link to Locations.

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This section must be set up correctly before the Timesheets section is used.

We can customise the numbering of accounts, invoices, and POs using these settings.

This section is available in detail in Period Ends.

If Zero Base is enabled here instead of generating the initial snapshot from a previous period, the system creates an initial snapshot for the state of all stock at all locations from time zero i.e. for all transactions up to the specified Year Period.

See details for Stock Setup & Initialisation here Stock | Setup & Initialisation:

 

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This is used for initialisation of the Stock module. Similar functionality exists in Month End Wizard.
Technical details should not be altered for hosted clients.

Next Steps:

Despite being a list of shortcuts to existing screens, you can continue to use the Setup Wizard to modify database details.



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