Implementing NEOSYS: Difference between revisions

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Once the new company is added to the database:
Once the new company is added to the database:
#Delete Startup Company from the list of companies in the database. To delete Startup company see [[Configuring_NEOSYS_Finance_System#How_to_delete_a_company_from_the_dataset.3F|How to delete a company]]'''
#Set up exchange rate for each currency by going to the Currency and Exchange Rate File
#Delete “Client X” from the Client and Brand File
#Delete “Client X” from the Client and Brand File


Change the system mark for each of the new databases that were created. See [http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark Configuring System Mark]
Change the system mark for each of the new databases that were created. See [http://userwiki.neosys.com/index.php/Setting_up_and_Configuring_NEOSYS_Generally#Configuring_Client_Security_mark Configuring System Mark]

Revision as of 13:09, 13 August 2015

Set up the System Configuration File

See System Configuration File for detailed description. The following points are essential configuration and must not be ignored.

  • All configurations must be carefully done after evaluating which Scope they fall under.
  • Configure System ID and User Timezone
  • Set up Email Domains and IP Numbers
  • Configure URL/Web Address to access NEOSYS. This is very important for a Timesheet module installation as the approver links are picked up from the configuration.

Update Support.htm

Add the new client to the list of clients page.

See Updating Support.htm

Setting up a new company in the new database

Refer to the sample email for New Company creation in existing Database/New Database

Once the new company is added to the database:

  1. Set up exchange rate for each currency by going to the Currency and Exchange Rate File
  2. Delete “Client X” from the Client and Brand File

Change the system mark for each of the new databases that were created. See Configuring System Mark