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Administration

Quick Start

These are the steps to set up EVX Software for your firm, in the order that works best. Each step links to the page that covers it.

EVX Software creates your firm's first administrator and sends the sign-in details. If your firm chose guided setup, you go through these steps together with your EVX Software team.

Set up your firm​

  1. Turn on the modules your firm uses. See Activating modules.
  2. Set the general configuration. See System settings.
  3. Enter your company information. See Multiple business companies.
  4. Set up users, groups, and roles. See User roles and User management.
  5. Set up your dimensions, such as departments, rate schedules, and labor categories. See Setting up dimensions.
  6. Set up the financial configuration: rates, expense categories, taxes, and invoice templates. See Financial configuration.
  7. Prepare your project and task templates. See Templates configuration.
  8. Connect your email accounts. If your firm uses the email module, your administrator can add accounts for the firm, and users whose role allows it can add their own. See Email accounts.

Only if your firm needs them​

  1. Import existing data. You can start with a blank installation and create clients, contacts, and projects as you go. If you want to bring in current or past records, import only what you need, for example your clients alone. See Import tool.
  2. Connect your accounting system. See Integrations.

What you can do next​

  1. Getting Started to share with the people you invite, so they can start their daily work.
  2. Administration overview for every administration setting.
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