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- Determine Authentication Method (Active Directory or Direct Storage))
- Configure ERPConnections.xml
- Login to Aeros
- Setup Users
- Setup User Groups
- Assign Users to User Groups
Initial Configuration
- Setup GL Account Format
- Setup Companies
- Setup Divisions
- Give Users Access to Divisions (User Profile)
- Configure Company Setting - Division for JE Number
- Configure System Settings - E-Mail Server Settings
- Setup Accounting Periods - NOTE: Ensure periods are created in chronological order