What you will learn about company setup

In the topics that follow, you will set up your company by completing tasks in these areas:

Set the following.

• employee record auditing

• mask delimiter

• masks for vendor, employee, job, and work order

• unallowable labor category

• zero fill cost element option

• password expiration days and warning days

Customize the screen labels for job numbers, cost elements, and other code fields.

Configure your system.

Set your company’s calendar.

Note: A mask indicates the format and number of characters in each of the segments of a code.

There is no required order for completing these tasks, but you must make sure that you follow all instructions in these topics before proceeding to the next set of topics.