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Setup videos
Click the icons below to view checklists of items you'll need to set up in Polaris.
Polaris PSA setup checklist
Setting up timesheets
Setting up expenses
Top Topics
Maximizing profit with SmartBudget
SmartBudget setup checklist
All about resourcing
Setting up resource profiles
Polaris setup checklist
All about billing
Using data import to mass add, update, and delete data
Integrating with Polaris
Using Polaris reports
Setting up invoice templates
Managing your Account
Setup Checklists
User Setup
Adding and Editing
Organizing Users
Permissions
Feature Setup
Timesheets
Time Off
Expenses
Projects
System Setup
Notifications
Security
Replicon Mobile
Reports
Importing Data
Troubleshooting