Setup

During the Setup process, you define policies and processes for common DPS functions. Use Setup to get up and running quickly. Setup areas are located in both the DPS browser and the desktop applications.

Depending on the modules that you use, you may need set up modules in both applications. You set up most modules in the browser, but you set up Accounting and Purchasing & Inventory in the desktop.

Related Topics:

  • Set Up Project Control
    Use the Project Control Setup forms to enter information about how your enterprise tracks labor and overhead and applies these costs to projects.
  • Set Up Time
    Use the Time Setup forms to make decisions about how employee time will be tracked and how timesheets will be formatted.
  • Set Up Expense
    Use the Expense Setup forms to make decisions about how employee expense reports will be tracked.
  • Set Up Billing
    Use the Billing Setup forms to make decisions about how your clients will be billed.
  • Set Up Resource Planning
    Use the Resource Planning Setup forms to make decisions about how you will use the Resource Planning application.
  • Set Up CRM
    The CRM Setup page guides you through the multiple-step process of setting up your CRM processes, data, and user access.
  • Set Up Labels and Lists
    Use the Labels and Lists Setup form to set up the terminology used in the CRM application and the values that will be available from drop-down lists.
  • Set Up Accounting
    Use the Accounting page to review and modify your accounts, establish your bank accounts, and set parameters for accounting postings.
  • Set Up QuickBooks Integration
    You set up the QuickBooks integration with DPS using the QuickBooks integration utility in DPS.
  • Set Up Integrations
    Use the Integrations Setup forms in Utilities to set up integrations between DPS and other software products and to import data into DPS from a spreadsheet or other CSV file.
Parent Topic: Getting Started with DPS