Setup Steps

In order to setup your Disbursement and JIB Manager Integrated Edition system, follow the Getting Started Guide included with the software, which is summarized in these steps:

1. Open your QuickBooks company, then open the Disbursement and JIB Manager Integrated Edition. Specifiy the QuickBooks company Maintain> Company Information.

2. Specify the QuickBooks accounts that SherWare should post to under Preferences> QuickBooks Posting.

3. Set up the options files with their default accounts. These are set in the Preferences screen under the Edit menu.

4. Set up the AFE/Expense Categories. Most of these can be copied from the Sample Company when you create a New Company, if desired.

5. Set up your well groups, meters, tax tables and lease information under the Maintain menu.

6. Add Well Information and Owner Information under the Maintain menu.

10. Set up the Division of Interests using Maintain, Disbursement and JIB Files, Division of Interests.

11. Set up your Purchasers under the Maintain Menu.

12. Set up your fixed well expenses or recurring AP bills if you have any.

13. Synchronize your List Files with QuickBooks under the Utilities menu.

This encompasses all of the database setup steps needed to utilize the system fully. You can refer to your Getting Started Guide for more detailed information on setting up your company.