This pre-implementation plan has been developed to facilitate the setup and training process of Accounting Transaction Manager. Information for the following modules in the setup process must be assembled prior to the first training session. Each section link contains an input form reflecting the information needed in the setup process for that module plus a document with the field descriptions for the items of input. Although some information in one module is dependent upon data in another module, it is recommended that the pre-implementation setup information be compiled in the following order:
Preferences
Offices
Chart
of Accounts
Company
Setup
Commission
Plans
Commission
Deductions
Agents