Business Management

The Business Management area is the place where we can handle most of the initial system configuration, as well as manage common aspects of the system. In here we can configure the Fiscal Year Settings. The Fiscal year is a setting usually configured at the system creation. Rarely in the life of a businessThe Fiscal year changes.

In this area we configure The Fiscal year start date and the period, as well as formatting options for display throughout the system.

Chances are that, once you've initially configured these settings, you might not have to touch it again for a very long time, if ever:

The Business Closures section allows us to define in the system the standard holidays for each year, as well as certain company specific closures. Usually these settings are configured at the beginning of a year. These settings work in conjunction with the Service module, and integrate into scheduling activities.

Once the business closures are configured, we have the ability to export...