Employee / HR Data Imports
Definition of the standard format required to import Employee records into ProMaster. The definition includes a short standard with core information, and a more comprehensive standard to include detailed GL code validation.
Planning for an EMS
What is required for a new Expense Management System? Setting goals, planning resources, establishing a project, the phases of activity - these are summarised in this appraisal of an EMS project.
Preparing Company Data for Import
Preparing Company information for importing into a new (or growing) ProMaster system. Covers the format of data for the Locations, Company Structure and Users, Supervisors and Cards and Accounts. Provides data table layouts and validation to use the Toolkit and the ProMaster Import Users / Supervisors/Accounts activities.
ProMaster Upgrade Tasks & Roles
This document describes the roles, tasks and skills required in the upgrade process of a ProMaster solution. It details the specific tasks for both Inlogik and the client, where the client wishes to use their IT team to assist in the upgrade process.
System GL Code Imports
Definition of the standard format required to import General Ledger and Chart of Accounts codes into ProMaster.
Initialisation Checklist
From the moment your ProMaster is installed, there are steps required to prepare and initialise data and reference material so your ProMaster solution will work correctly. Some of the checkpoints refer to other documentation available.