Implementation Plan - 01 - Basic Navigation and Company Settings
Review Basic Navigation Functions
Settings (gear icon) | Company Settings
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Step
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Task Description
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Help Topic
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Training Video(s)
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Application Form
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1
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Account Profile: Address, Firm Type, Size and External Applications |
View
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Company Settings Overview
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| 2 |
Global Settings: Default Currency, Fiscal Year, Transaction Locking and Rounding |
View
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| 3 |
Default Numbering
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View
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Settings (gear icon) | Company Settings | Logo
The company logo can be uploaded at a later date since it may require a graphic designer's help to meet the specifications.
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Step
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Task Description
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Help Topic
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Training Video(s)
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Application Form
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1
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Upload Company Logo |
View
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View
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