Setup
This video provides an overview of the Business Conveyor Belt (BCB) Setup area and explains how core business settings are configured before using cashflow, categories, integrations, and forecasting features.
Video Link:
What you'll learn:
- How to navigate the BCB Setup area
- How core business settings are configured
- How setup supports cashflow, integrations, and forecasting
- What needs to be completed before using key platform features
Key Configuration areas in BCB setup:
- My Organisation
- My Users
- Integrations
- Contacts
- Categories
- Accounts and Balances
- Pulse Question Rules
This setup process ensures your BCB environment is correctly configured, enabling accurate data, reliable forecasting, and better decision-making from the start.