Setup This section covers conceptual information, procedures, and field descriptions for all setup-related workspaces. Related Topics:Absence Submenu You can manage vacation calendars, absence types, and employee teams in the web client. Workspaces supporting these features are available under the Absence submenu. Access Control Submenu Use the workspaces under this submenu to perform access control setup and update these settings as needed. Accounts Receivable Submenu Use the workspaces under this submenu to manage interest charge/reminder principle, and create and group reminder texts. Conversations Submenu Use the workspaces under the Conversations submenu to view conversations and configure conversation types. CRM Submenu Use the workspaces under this submenu to create and manage event flow types, event plans, and opportunity types, and maintain CRM-related system parameters and popup fields. Contact Management Setup Use this workspace to configure the CRM module globally or by company. Document Archives Submenu Use the workspaces under this submenu to store, access, and manage documents attached to different records in Maconomy. E-Forms Submenu You can use customized e-forms with different field types to accommodate various requirements within your company, such as storing additional information on jobs. Workspaces that support the creation and maintenance of e-forms are available under this submenu. E-Invoicing Submenu Use the workspaces under this submenu to perform system setup between Pagero and Maconomy. Employees Submenu Use the workspaces under this submenu to set up elements such as compensation models, employee categories, positions, and skills, which you can assign to employees. Fixed Assets Submenu General Ledger Submenu Use the workspaces under the General Ledger submenu to view and manage general ledger-related setup. Import Submenu Use the workspaces under this submenu to work with simple import programs as well as data import packages. Job Cost Submenu Various workspaces are available under this submenu to help you set up and configure job cost in the web client. Layouts Submenu Use the workspaces under this submenu to configure print layouts, selection rules, and paper formats. Notes Submenu Use the workspaces under this submenu to create and maintain notes and note types. Notifications Submenu Workspaces that support the creation and configuration of notifications and email alerts are available under this submenu. People Planner Submenu Use the workspaces under this submenu to configure the People Planner integration for your system. Sales Orders Submenu Use the workspaces under this submenu to perform sales orders setup and manage your company's warehouses, price lists, and charge codes. Subscription Orders Submenu Use the workspaces under the Subscription Orders submenu to create and maintain subscription orders. Supplements Submenu Use the workspaces under the Supplements submenu to view and manage supplements-related setup. System Setup Submenu Various workspaces are available under this submenu to help you perform basic system set up in the web client. Talent Management Submenu The Talent Management integration is an add-on to Maconomy. Utilities Submenu Use the workspaces under the Utilities submenu to view the details about your Maconomy installation, including fields and tables in the Maconomy database. Parent Topic: Web Client HomeMaconomy User Guides Web ClientSetup
Setup This section covers conceptual information, procedures, and field descriptions for all setup-related workspaces. Related Topics:Absence Submenu You can manage vacation calendars, absence types, and employee teams in the web client. Workspaces supporting these features are available under the Absence submenu. Access Control Submenu Use the workspaces under this submenu to perform access control setup and update these settings as needed. Accounts Receivable Submenu Use the workspaces under this submenu to manage interest charge/reminder principle, and create and group reminder texts. Conversations Submenu Use the workspaces under the Conversations submenu to view conversations and configure conversation types. CRM Submenu Use the workspaces under this submenu to create and manage event flow types, event plans, and opportunity types, and maintain CRM-related system parameters and popup fields. Contact Management Setup Use this workspace to configure the CRM module globally or by company. Document Archives Submenu Use the workspaces under this submenu to store, access, and manage documents attached to different records in Maconomy. E-Forms Submenu You can use customized e-forms with different field types to accommodate various requirements within your company, such as storing additional information on jobs. Workspaces that support the creation and maintenance of e-forms are available under this submenu. E-Invoicing Submenu Use the workspaces under this submenu to perform system setup between Pagero and Maconomy. Employees Submenu Use the workspaces under this submenu to set up elements such as compensation models, employee categories, positions, and skills, which you can assign to employees. Fixed Assets Submenu General Ledger Submenu Use the workspaces under the General Ledger submenu to view and manage general ledger-related setup. Import Submenu Use the workspaces under this submenu to work with simple import programs as well as data import packages. Job Cost Submenu Various workspaces are available under this submenu to help you set up and configure job cost in the web client. Layouts Submenu Use the workspaces under this submenu to configure print layouts, selection rules, and paper formats. Notes Submenu Use the workspaces under this submenu to create and maintain notes and note types. Notifications Submenu Workspaces that support the creation and configuration of notifications and email alerts are available under this submenu. People Planner Submenu Use the workspaces under this submenu to configure the People Planner integration for your system. Sales Orders Submenu Use the workspaces under this submenu to perform sales orders setup and manage your company's warehouses, price lists, and charge codes. Subscription Orders Submenu Use the workspaces under the Subscription Orders submenu to create and maintain subscription orders. Supplements Submenu Use the workspaces under the Supplements submenu to view and manage supplements-related setup. System Setup Submenu Various workspaces are available under this submenu to help you perform basic system set up in the web client. Talent Management Submenu The Talent Management integration is an add-on to Maconomy. Utilities Submenu Use the workspaces under the Utilities submenu to view the details about your Maconomy installation, including fields and tables in the Maconomy database. Parent Topic: Web Client HomeMaconomy User Guides Web ClientSetup