Setting up the Application

If you have permissions to do so, you can follow the steps described in this section to setup and configure FinancialForce PSA. The tasks and settings described in this section are normally managed by a system administrator.

Instructions for installing the PSA Core and FinancialForce PSA Application packages are described in the PSA Getting Started Guide.

Some installation and setup items may be mentioned in this document in the context of explaining other concepts. Ensure that you follow the instructions in the PSA Getting Started Guide if you are installing FinancialForce PSA.

Related Tasks

Actuals

Currency

Configuration Groups, Options and Values

Managing Settings

Data Management

Permission Controls

Security and Sharing

Managing Business Records

Creating Miscellaneous Adjustments

Setting up Accounts and Opportunities

Setting up Multiple Expense Entry

Backlog Calculation

© Copyright 2009-2012 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.