Setting up integration preferences
Set up integration preferences
- From the
> Setup
menu, click Company > Preferences. - Click the Integration tab.
- Setup the Collaboration integration.
- Setup the Ajera CRM/CRM Plus/Simple CRM integration.
- Setup the Project Information Management (PIM) integration.
Concepts
Company preferences default accounts
Tasks
Setting up general preferences
Setting up general preferences for multi-company
Setting up account preferences
Setting up project preferences
Setting up scheduling preferences
Setting up billing preferences
Setting up payroll preferences
Setting up time and expense entry preferences
References
