Configure ProContractor by entering details on your company and divisions, your users, and other system settings.

1. Define any needed jurisdictions outside of the United States and Canada on the Country and State screen.
2. Define the company or companies that you will manage in ProContractor on the Company screen.
3. If you defined a company with a GL structure that includes divisions, define your divisions on the Divisions screen.
4. Establish a project password and define how project cost postings will be handled on the Project Settings screen.
5. Establish an equipment password and define how equipment cost and usage postings will be handled on the Equipment Settings screen.
6. Create the cost types that will be used to classify project, equipment, and vendor costs at the lowest level on the Cost Type screen.
7. Set up your general ledger accounts by entering them manually or by importing them from an Excel file, a TSV file, or QuickBooks.
8. If needed, establish the rules for intercompany transactions on the Intercompany Setup screen.
9. If needed, associate your project-related general ledger accounts to a cost type on the Cost Type screen. This is a good idea if an account is exclusively (or even usually) used for a project cost type.
10. Create categories for your contacts on the Contacts Type screen.
11. Set up your contacts by entering them manually or by importing them from Excel.
12. Create user groups to apply security policies at the group level on the Managing User Groups screen.
13. Set up profiles for each ProContractor user on the Managing Users screen.
14. Define the conditions under which receivables from customers and payables to vendors are to be paid on the Payment Terms screen.
15. Specify the taxation jurisdictions that will be used to calculate sales and use tax on the Tax Authority screen.
16. Group taxing authorities that need to be calculated at the same time on the Tax Authority Link screen.
17. Specify federal, state, and local taxing authorities for withholding on the Payroll Tax Authority screen.
18. Create categories for your binder items on the Binder Item Types screen.
19. If needed, create a library of standard text fragments that you can use in fields that allow long text entry on the Standard Text screen.
20. Set up defaults for your documents on the Document Management Settings screen.
21. Set up types to categorize your documents on the Document Management Types screen.
22. Set up distribution groups for document routing on the Document Routing Distribution Group screen.
23. Establish the settings for the auto assign options and the report server settings on the System Settings screen.
24. Review the initial setup on the View Administration Setups screen.