We are finally launching a new client set-up guided form, the form which appears when you first sign up for a new client. The older four page form with inputs for how you found us, apps to install, basic company settings, users and contact information has been replaced by a more extensive multi-page form with dynamic pages for

  • Me page where you can reset your password and verify your date, number etc. formats
  • My company setup information including client and company settings such as currency and tax reporting. You can also directly add departments from this page. Single entity or single company organizations are only support initially however you can ask us to create multiple companies or legal entities and a new enterprise structure application will be released shortly
  • My applications including a new-look “app-store” like interface with features allowing you to install an application in test mode only vs. installing an application in your production system. Apps which are installed in test mode only appear only when you login in test mode
  • After this we dynamically construct a single setup page per module selected to be installed with the key information you commonly wish to customize all on one page. You can still access the detailed set-up menu options under System > Setup HR, Finance or Operations however the client set-up wizard now provides summary pages for Projects, HR, Time, Expenses, Time-off and soon CRM giving you easier access to modify the most commonly changed settings such as who is the approver, project and task types, tabs and time-off types visible in HR and so on