When preparing to go live with WorkGuru after the initial data import/setup. We recommend the following checklist:
- Connected to Xero
- Subscription activated
- Setup clients and contacts
- Setup suppliers and contacts
- Setup products
- Setup tasks
- Setup base project/production templates
- Setup branded document templates
- Setup email templates
- Setup staff incl permissions/roles
- Reset test/training transactions (if required)
- Setup WIP(if required)
- Apply initial stocktake (inventory module only)
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