Company Setup

01 General Ledger (GL), Department, and Bank Account Setup
01 General Ledger (GL), Department, and Bank Account Setup See attached documents. Note: department setup section is found on pages 6-9. Last Re...
Fri, Jan 11, 2019 11:05 AM
02 Security Setup - Add Security Groups and Add Users to Security Groups
CMiC Security Setup - Add Security Groups and Add Users to Security Groups See attached document.  Last Revised July 23, 2018.
Wed, Jul 25, 2018 3:54 PM
03 Accounts Payable (AP) Setup
03 Accounts Payable (AP) Setup See attached document. Last updated October 24, 2018.
Wed, Oct 24, 2018 11:50 AM
04 Accounts Receivable (AR) Setup
04 Accounts Receivable (AR) Setup See attached document. Last Revised July 23, 2018.
Wed, Jul 25, 2018 3:50 PM
05 Job Costing (JC) Setup
05 Job Costing (JC) Setup See attached document. Last updated July 23, 2018.
Mon, Jul 23, 2018 2:06 PM
06 Workflow Resource Lookup Setup
06 Workflow Resource Lookup Setup See attached document. Last Revised March 7, 2018
Wed, Mar 7, 2018 1:50 PM
07 Job Billing (JB) Setup
07 Job Billing (JB) Setup See attached document. Last Revised July 31, 2018.
Tue, Jul 31, 2018 4:10 PM
08 Risk Management (RM) and Subguard Setup
08 Risk Management (RM) and Subguard Setup See attached document. Last updated July 23, 2018.
Mon, Jul 23, 2018 10:48 AM
09 Company Logo Setup (If Applicable)
09 Company Logo Setup (If Applicable) See attached document.
Mon, May 14, 2018 8:56 AM
10 Operations (PM, OM, Enterprise) Setup
10 Operations (PM, OM, Enterprise) Setup See attached document. Last Revised March 7, 2018.
Wed, Mar 7, 2018 4:29 PM