Implementation Plan - 01 - Basic Navigation and Company Settings
01.1 - Review Basic Navigation Functions
| Step | Task Description | Help Topic | Training Video(s) | Application Form |
| 1 | Review Basic Navigation | View | View | |
| 2 | Review Adding Records | View |
01.2 - Settings (gear icon) | Company Settings
| Step | Task Description | Help Topic | Training Video | Application Form |
| 1 | Review Company Settings Training Videos | View | ||
| 2 | Account Profile: Address, Firm Type, Size and External Applications | View | Form | |
| 3 | Global Settings: Default Currency, Fiscal Year, Transaction Locking and Rounding | View | Form | |
| 4 | Default Numbering | View | Form |
01.3 - Settings (gear icon) | Company Settings | Logo
The company logo can be uploaded at a later date since it may require a graphic designer's help to meet Corecon's specifications.
| Step | Task Description | Help Topic | Training Video | Application Form |
| 1 | Upload Company Logo | View | View | Form |
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