Getting Started #
When you download a Table you are getting the database column layout which will have required/necessary columns scattered across. The templates below are configured to have the required and necessary columns grouped at the beginning making it easier to load your setups.
Available Templates #
- Implementation Setup – HQ Materials
- Implementation Setup – HQ Tax Codes
- Implementation Setup – HQ Contacts
- Implementation Setup – GL Accounts
- Implementation Setup – CM Accounts
- Implementation Setup – AP Payable Types
- Implementation Setup – AP Pay Categories
- Implementation Setup – AP Vendors
- Implementation Setup – AR Receivable Types
- Implementation Setup – AR Customers
- Implementation Setup – JC Cost Types
- Implementation Setup – JC Phases
- Implementation Setup – JC Departments
- Implementation Setup – JC Insurance Template
- Implementation Setup – JC Liability Template
- Implementation Setup – JC Project Managers
- Implementation Setup – JC Contracts
- Implementation Setup – JC Contract Items
- Implementation Setup – JC Jobs
- Implementation Setup – JC Job Phases
- Implementation Setup – JC Job Phase Cost Types
- Implementation Setup – PR Earning Codes
- Implementation Setup – PR Occupational Category
- Implementation Setup – PR Overtime Schedule
- Implementation Setup – PR Race Codes
- Implementation Setup – PR Groups
- Implementation Setup – PR Departments
- Implementation Setup – PR Pre-Tax Deduction Groups
- Implementation Setup – PR Deductions/Liabilities
- Implementation Setup – PR Garnishment Groups
- Implementation Setup – PR State Information
- Implementation Setup – PR Federal Information
- Implementation Setup – PR Local Information
- Implementation Setup – PR State Insurance Codes
- Implementation Setup – PR Leave Levels
- Implementation Setup – PR Leave Codes
- Implementation Setup – PR Templates
- Implementation Setup – PR Crafts
- Implementation Setup – PR Craft Classes
- Implementation Setup – PR Craft Templates
- Implementation Setup – PR Craft Class Templates
- Implementation Setup – PR Employees
- Implementation Setup – PR Employees Addl Direct Deposits
- Implementation Setup – PR Employee Leave
- Implementation Setup – PR Employee Dedn Liab
- Implementation Setup – PR Employee Auto Earnings
- Implementation Setup – HR Codes
- Implementation Setup – HR Position Codes
- Implementation Setup – HR Status Codes
- Implementation Setup – HR Benefit Codes
- Implementation Setup – HR Benefit Groups
- Implementation Setup – HR Hiring Locations
- Implementation Setup – HR Resources
- Implementation Setup – HR Resource Benefits
- Implementation Setup – HR Resource Contacts
- Implementation Setup – HR Resource Skills
- Implementation Setup – HR Resource Salary History
- Implementation Setup – HR Approval Groups
- Implementation Setup – HR Asset Tracking
- Implementation Setup – HR Resource Filing Status
- Implementation Setup – PO Shipping Locations
- Implementation Setup – JB Processing Group
- Implementation Setup – JB Billing Groups
- Implementation Setup – PM Firms
- Implementation Setup – EM Categories
- Implementation Setup – EM Revenue Breakdown Code
- Implementation Setup – EM Cost Types
- Implementation Setup – EM Cost Codes
- Implementation Setup – EM Component Types
- Implementation Setup – EM Locations
- Implementation Setup – EM Shops
- Implementation Setup – EM Work Order Parts Status
- Implementation Setup – EM Work Order Repair Types
- Implementation Setup – EM Work Order Status Codes
- Implementation Setup – EM Revenue Codes
- Implementation Setup – EM Departments
- Implementation Setup – EM Equipment
- Implementation Setup – EM Equipment Parts
- Implementation Setup – EM Warranties
- Implementation Setup – EM Revenue Rates by Equipment
- Implementation Setup – EM Revenue Rates by Category
- Implementation Setup – IN Location Groups
- Implementation Setup – IN Locations
- Implementation Setup – IN Location Materials
- Implementation Setup – SM Call Type Category
- Implementation Setup – SM Call Types
- Implementation Setup – SM Agreement Type
- Implementation Setup – SM Cost Types
- Implementation Setup – SM Frequency Setup
- Implementation Setup – SM Departments
- Implementation Setup – SM Labor Codes
- Implementation Setup – SM Labor Cost Estimate
- Implementation Setup – SM Part Types
- Implementation Setup – SM Work Scopes
- Implementation Setup – SM Customer
- Implementation Setup – SM Customer Contact
- Implementation Setup – SM Technicians
- Implementation Setup – SM Standard Tasks
- Implementation Setup – SM Standard Items
- Implementation Setup – SM Serviceable Item Class
- Implementation Setup – SM Pay Types
- Implementation Setup – SM Rate Templates
- Implementation Setup – SM Service Centers
- Implementation Setup – SM Service Sites