Help /

Setup Module

Setup is the control room for NotrinosERP. It is where administrators define company foundations, security, numbering, taxes, approval workflow, maintenance tools, and system-wide behavior used by every operational module.

What users do here

Configure company identity, accounting defaults, taxes, fiscal years, and transaction references.
Create users and assign access roles through Users and Access Setup.
Maintain approval workflow tools such as the Approval Dashboard, Approval Inquiry, Approval Rules, Delegations, and Escalation Processing.
Run backup, restore, diagnostics, extensions, language, chart-of-accounts, and theme administration.
Maintain shared supporting masters like payment terms, printers, contact categories, and shipping companies.

Typical workflow

Start with Company Setup and System and General GL Setup.
Define fiscal years, taxes, display preferences, and document reference numbering.
Create users and assign security roles before handing over the system to departments.
Enable optional features, approval rules, printers, and maintenance tools as needed.
Use diagnostics, backups, and transaction review tools for ongoing administration.

Start with these pages

Connected modules

Every application depends on Setup for company defaults, security, and shared master configuration.
Setup is also where administrators maintain approval workflow access and the tools that keep the ERP stable over time.

First-look advice

Do core foundation work first and cosmetic or optional setup later.
Treat roles and permissions carefully; most support issues start with access configuration or missing company defaults.