2. Configuration

Configuration - Step 1 - Create a new Organisation
From your register home page, Select your Organisations dropdown menu, Select “Create new organisation”.   Enter the four required fields. ...
Thu, 9 Jun, 2022 at 9:30 AM
Configuration - Step 2 - Create a register
---> A. To create the organisations first register, select the purple “Create a Register” button ---> B. Enter in the register specific infor...
Thu, 9 Jun, 2022 at 9:30 AM
Configuration - Step 3 - Integrate (optional)
---> Select Integrations / Choose from integration options. Continue to 5 | Appendix for detailed information on integrating with each G/L optio...
Thu, 9 Jun, 2022 at 9:30 AM
Configuration - Step 4 - Set up asset groups
You can skip this step and have the asset groups created automatically by the Import process (recommended).   ** Note If you do, you will have to map the ...
Thu, 9 Jun, 2022 at 9:30 AM