Setup guides by app
Set up the platform (Workspace) first, then Accounting and Finance (accounts, periods, currency), then the business apps. Each guide is also available as the in-app Setup assistant.
| # | App | Steps |
|---|---|---|
| 1 | Workspace | 3 |
| 2 | Accounting | 13 |
| 3 | Finance | 9 |
| 4 | Procurement | 12 |
| 5 | Inventory | 11 |
| 6 | Sales | 9 |
| 7 | Customer 360 (CRM) | 9 |
| 8 | Point of Sales | 8 |
| 9 | Time Tracking | 7 |
| 10 | Knowledge Base | 7 |
| 11 | Tasks | 6 |
| 12 | Customer Success | 8 |
| 13 | Request & Approvals | 8 |
| 14 | Field Service | 10 |
| 15 | Performance | 7 |
| 16 | Learning & Development | 8 |
| 17 | Coaching | 8 |
| 18 | Human Resources | 9 |
| 19 | OKR | 7 |
| 20 | Distribution | 7 |
| 21 | Quality Management | 9 |
| 22 | Project Management | 8 |
| 23 | Contract Management | 8 |
| 24 | Asset Management | 9 |
| 25 | Product & Marketing | 9 |
| 26 | Manufacturing | 10 |
| 27 | Service Management | 10 |
| 28 | Documents | 7 |
| 29 | Payroll | 8 |