In order for new users to begin entering company information and installing the appropriate modules on the system, it is necessary to access the Installation Menu.

Module Setup

Module setup precedes data conversion/migration and begins with the module's Installation screen. To begin installing any module, go to System Administration > Installation.
  1. Before installing any module, begin with Company Installation. Enter the basic company information in the Properties tab. If needed, refer to Company Installation - Properties tab.
  2. Install individual modules.

    The online Help has information for installing each module. After opening any module listed under System Administration > Installation, click the Help button to open the relevant page.

  3. Begin data conversion. Refer to the detailed conversion checklists for more information on getting started.


An inherent part of installing, using, and maintaining your software is setting up security and maintaining those settings. To get started, see Security.