Setting up the Application

If you have permissions to do so, you can follow the steps described in this section to setup and configure FinancialForce PSA. The tasks and settings described in this section are normally managed by a system administrator.

Instructions for installing the PSA CoreOne of the packages that makes up FinancialForce PSA and FinancialForce PSA Application packages are described in the PSA Getting Started Guide.

Some installation and setup items may be mentioned in this document in the context of explaining other concepts. Ensure that you follow the instructions in the PSA Getting Started Guide if you are installing FinancialForce PSA.

Concept Information

Quick-Start Guide

Related Tasks

Importing and Exporting Configuration

Setting Initial Configuration Options

Data Setup Tasks

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting Current Time Period Fields

Setting the Actuals Processing Mode

Actuals

Amending Configuration Values

Currency

Managing Configuration

Configuration Settings

Data Management

Managing Profiles, Security and Sharing

Managing Business Records

Creating Miscellaneous Adjustments

Setting up Accounts and Opportunities

Setting up Multiple Expense Entry

Backlog Calculation

Managing Profiles

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