Set Up a New Company

Costpoint is delivered with Company 1 already set up as a default, but you can create one or more additional companies and their system security.

To set up a new company:

  1. Initialize the Set Up Company screen.
  2. Use the Manage Users screen to set up user permissions.
    Users will not be able to access the new company until they have been given permission.
  3. Use the Configure Company Information screen to set up additional taxable entities for the new company.
Note: For additional information, see the documentation for the appropriate screens.