Set up BMS modules

Enable and configure the public BMS modules in a practical sequence.

HR Workforce

Prepare employees, schedules, leave types and attendance processes before relying on workforce reports or payroll.

Payroll

Payroll depends on HR Workforce. Confirm active employees and the payroll/account settings used by your organization before running a period.

Finance

Set up products, services, contacts and the relevant accounting configuration before creating live sales and purchase documents.

Projects and Appointments

For Projects, confirm project users and task responsibilities. For Appointments, prepare services, resources and the staff who participate in scheduling.