Setup Manager
Every configuration area in Wexbourne ERP, grouped by the part of the business it controls. Changes here apply to all users in the account.
Company
Legal entity details, org structure and the segments used to tag every transaction.
Accounting
Chart of accounts, period control and the schedules that drive the general ledger.
Users & Roles
People, the records they own and the preferences applied to their sessions.
Items & Inventory
Item master, stock movement and the units and shipping methods items are sold in.
Sales
Order-to-cash setup: customers, quotes, pricing and the forms sent to buyers.
Purchasing
Procure-to-pay setup: vendors, approvals, receiving and expense classification.
Tax
Nexuses, tax codes and the filing artefacts produced at the end of each period.
Integration
Data in and out — imports, bank feeds, marketplace add-ons and outbound email.
Customization
Custom records, scripting and the deployment tooling behind them.