Policies and Setup Guide Introduction

This guide provides advice on setting up eFinancials.

The system comes with a set of default selections that reflect the most common set of choices made by many users. System administrators who set up your system must make decisions on whether these default settings meet your needs and whether these default settings are in line with your company policies. This guide includes discussions of the pros and cons of many of the default settings and asks questions that are intended to help system administrators set up your system with minimal effort and need for adjustments.