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Setup Checklist

Setup Checklist

Owned by Deborah Pender (Unlicensed)
Last updated: Mar 25, 2020 by Bill Eastgate (Unlicensed)

Follow this order when setting up a new datahub.

  1. Create a branch
  2. Release dashboards
  3. Connect the datasource
  4. Map the general ledger
  5. Map the products
    1. Here are examples on how to map
  6. Run the conversion command
  7. Setup Staff 
    1. Merging users
  8. Adding Owners Wage, Fair Rent and Superannuation/Pension Adjustments
  9. Setting Targets
  10. Invite users