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Organisation Setup

Updated on September 25, 2023

theBOSSapp Docs

Initial Setup
Organisation Setup
Clients
Suppliers
Project Management
Equipment/Asset Management
HR/Staff Training
Timesheet Tracking
Corrective, Preventative and Improvement Recommendations (CPIRs)
- CPIR Categories and Types
- Corrective, Preventative or Improvement Recommendation
Accounts
Miscellaneous
Integrations
Tutorials

Organisation Setup

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Articles

The Organisation Page
Branches, Divisions and Tracking Sites
User Access Levels
Billable Item Units and Billable Items
Client Feedback Types
Groups
Custom Jobs
- Aggregates
- Copy / Paste Field Types
- Custom Job Templates
- ChatGPT Prompts in Custom Jobs
Chart of Accounts
Email Templates
Industries
Tracking Categories
Budgets/Budget Templates
Required Project Information
‘General’ Settings
Price Lists
Supplier Types
Templates
Tender Types
Roles
Positions
Org Chart
2 Factor Authentication
- 2 Factor Authentication for Admins
- 2 Factor Authentication for Users
Your Profile Page

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Organisation Setup

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CONTENTS

Initial Setup
Clients
Project Management

Resource Management
HR / Staff Training
Timesheet Tracking

Invoicing
Purchasing

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