Setup
During the Setup process, you define policies and processes for common Vantagepoint functions. Setup areas are located in both the Vantagepoint browser and desktop applications.
You set up most modules in the browser application. However, depending on the modules that you use, you may need to set up modules in the desktop application, as well.
Supported browsers: Vantagepoint supports the latest version of browsers such as Edge, Chrome, Firefox and Safari. Internet Explorer is not supported.
Video
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Learn how to prepare for the setup process, including the information that you should gather before you begin. |
- Related Topics:
- Set Up Security
Use the Security Setup forms to make decisions about how employee expense reports are tracked. - Set Up Time
Use the Time Setup forms to make decisions about how employee time is tracked and how timesheets are formatted. - Set Up Expense
Use the Expense Setup forms to make decisions about how employee expense reports are tracked. - Set Up Cash Management
Use the Cash Management Setup forms to set up your company's bank codes, tax codes, accounts payable transactions, and credit cards. - Set Up Accounting
Use the Accounting page to set parameters for accounting postings. - Set Up General Ledger
Use the General Ledger Setup form to set up accounts. - Set Up Currency
Use the Currency Setup forms to establish currency formats. If you enable multiple currencies, you also specify the functional and triangulation currencies used in calculating currency exchanges, as well as set up and maintain daily and period exchange rates. - Set Up Billing
Use the Billing Setup forms to make decisions about how your clients are billed. - Set Up Rate Tables
Use the Rate Tables Setup forms to establish billing, cost, labor, and expense rates, as well as related accounts and overrides. - Set Up Resource Planning
Use the Resource Planning Setup forms to make decisions about how you use the Resource Planning application. - Set Up Project
Use the Project Setup forms to select options related to entering budgets, compensation, and contract amounts. If Vantagepoint is set up to support multiple companies, these settings apply to all your companies. - Set Up CRM
The CRM Setup page guides you through the multiple-step process of setting up your CRM processes, data, and user access. - Set Up Labels and Lists
Use the Labels and Lists Setup form to set up the terminology used in the CRM application and the values that are available from drop-down lists. - Set Up General
Use the General Setup forms to establish settings for all users. You can restrict access to these options in Security settings. - Set Up Integrations
Use the Integrations Setup forms in Utilities to set up integrations between Vantagepoint and other software products and to import data into Vantagepoint from a spreadsheet or other comma-separated values (.csv) file. - Set Up QuickBooks Integration
You set up the QuickBooks integration with Vantagepoint using the QuickBooks integration utility in Vantagepoint.
Parent Topic: Getting Started with Vantagepoint