System Setup

Overview

Typically, the system setup is a one-time process when establishing a new system. However, business-related parameters like Activities, Job Types, Charge Types, or User Accounts, etc may change according to business demand and need to be timely updated in the system.

User Document: System Setup

Tips

When the System Administrator is not involved with the business, or if the organisation operates across multiple locations with different parameters, it is essential to collect all pertinent information before beginning the system setup. The list should include, but is not limited to:

Company name
Company logo
Financial company for your organisation
The currency includes the system currency and Foreign currencies
Tax types and rates.
List of GL accounts.
Locations
Job types and insurances
Any trust accounts and related info
Contract types
List of retention related info
Timesheet parameters
The way your organisation want to structure the number coding for Accounts Payable and Accounts Receivable. Note that in case having update from Financial Software, updated data will overwrite these AP and AR values entered in Workbench.
Financial periods
Stock information
Technical parameters for report server, file storage, based URL.

System setup

Click on the link to visit the corresponding user documentation for screen explanations.

Tasks	Actions / Description	Person

Tasks	Actions / Description	Person
Setup Wizard *	The Wizard serves as a comprehensive guide, assisting the System Administrator in navigating all necessary settings to ensure completeness and accuracy. Guide	System Administrator
General settings *	The System Administrator has the ability to configure the system directly by accessing the settings of: Financial companies for organisation. Workbench requires at least one financial company in the system. Guide Locations. Tax types and rates. Groups and Group categories these are used to classify various entities like Jobs, People, Companies, and Plant into different groups for reporting purpose. For Jobs, Group Categories can be linked to Xero's Tracking Categories using a specific Group Category like "Export." This integration helps in tracking financial data accurately in Xero. Guide Status of various type of documents. Guide Report text template : set custom text on documents. Guide Currencies and rates setting. Guide GL Accounts: Setup the General Ledge codes for accounting. Guide
Company types, Insurance types or Certificates to use when creating companies *.	This information is totally depends on organisations and related to the business side. Guide: company types, insurance types
Job parameters *	Job-related parameters depend on the organisation and can be altered based on business demands. Disregard what the organisation does not use. Certain accounting-related information may require consultation or verification by the financial department. Job types. Guide Invoice types. Guide Price codes. Guide Trust Accounts. Guide Contract types. Guide Budget types. Guide Retention codes. Guide Work In Progress (WIP) codes. Guide
Reporting setup	Reports Custom Report control. Guide Report groups for accessing control. Guide. Custom text on report footer & header. Guide. Sharperlight within Workbench. All report settings.
Workflow *	This is for approval things in the system. Workbench comes with pre-built schemas. Workflow types. Guide Workflow Schemas Workflow Delegation
To Dos and Notes	This is an optional feature.
Documents Setup *	This setup is for settings documents for communications.This feature is currently available under the Contracts or Subcontracts module. Register types Register email templates Category Hierarchy