Master Data Center
Central checklist proof page for Section 3.0 master data and setup.
| Area | Purpose | Open |
|---|---|---|
| Chart of Accounts | Default accounts and account search/export | Open |
| Customers | Customer center search/export | Open |
| Vendors | Vendor center search/export | Open |
| Items/Services | Item/service list search/export | Open |
| Setup Lists | Terms, classes, tax codes, ZIP lookup | Open |
| Import / Export | CSV templates and controlled exports | Open |