Quick-start — first 30 minutes for a new firm
From "fresh install, blank database" to "ready to take a paying client" in 30 minutes. This is the bootstrap checklist for a brand-new audit firm setting up AuditPro for the first time. Every step links to its full chapter for depth later.
The 12-step bootstrap
First login + change password
Initial super_admin credentials provided at install. Login → My Profile → Change password. Choose a strong passphrase. → Auth chapter
Firm profile
Settings → Company Profile → fill: legal name, address, CR number, VAT TRN, phone, email, fiscal year. → Firm settings
Logo + stamp + signature
Same screen → upload logo (≤ 40 KB PNG/JPG), firm stamp (transparent PNG recommended), partner signature. Branding now flows into every PDF.
Bank accounts
Settings → Banks → add at least one Oman-licensed account. Marked WPS-eligible if you'll run payroll. Bank details footer auto-renders on tax invoices.
Number sequences
Settings → Number Sequences → confirm prefixes for: client (CL{NNNN}), employee (EMP{NNNN}), invoice (INV/{YYYY}/{NNNN}), payment (RCT/{YYYY}/{NNNN}), quote (QU/{YYYY}/{NNNN}), job (JOB/{YYYY}/{NNNN}). Customise to firm convention.
VAT rates
Settings → References → VAT Rates → confirm 5% standard from 16-Apr-2021. Pre-seeded; only customise if firm needs additional rates.
Holiday calendar
Settings → References → Holidays → confirm 16 Oman public holidays for 2026/2027. Drives leave + deadline calculations.
Departments
Settings → References → Departments → seed Audit · Tax · HR · Admin · IT (or your firm's structure). Drives RBAC scope.
Roles + permissions
Settings → Roles & Permissions → review default 9 roles. Customise if needed. → Users + Roles
First user accounts
Administration → Users → add partners, managers, seniors, staff. Each gets a temp password emailed via M17. → Users + Roles
SMTP for outbound emails
Settings → Communication → SMTP host + port + user + password (in
config/communication.local.php, gitignored). Test send to your own email. → CommunicationsFirst client + first job
Sales → Leads → New lead → Convert to client → New job from TPL-AA → done. The system is now in active use.
What's automatic
Many things you don't need to set up:
- 12 engagement templates (TPL-AA, TPL-TA, ..., TPL-PAY) — pre-seeded
- 120+ IFRS disclosure items + 24 FS notes — auto-instantiate per audit job
- 15 employee document types + 9 leave types — pre-seeded
- 4-template onboarding library — pre-seeded
- 9 firm-vetted email templates — branded, ready to use
- RBAC matrix with 9 default roles + 14 m13.* + 11 m11.* + ~150 total permissions
- 74 reference standards (ISA, IFRS, IAS, Oman law) — pre-seeded
- 4 nightly crons (EOSB, expiry reminders, retention, backup) — configured
The 30-minute timing
| Step | Time |
|---|---|
| 1-2 (login + firm profile) | 5 min |
| 3 (logo + stamp + signature) | 5 min |
| 4-5 (banks + sequences) | 3 min |
| 6-8 (VAT, holidays, departments — verify defaults) | 2 min |
| 9-10 (roles + first 5 users) | 5 min |
| 11 (SMTP test) | 5 min |
| 12 (first client + job) | 5 min |
| Total | 30 min |
If you have a fresh install, time yourself. New firms reliably hit "first signed quote sent" within 45 minutes. This is a partner-friendly demo target — show a prospective firm how fast they can be operational.
Don't skip the firm profile / logo / stamp setup. Every PDF (invoices, receipts, audit reports, settlements) pulls from these. A blank logo + missing stamp on a tax invoice looks unprofessional and is a deal-breaker for some clients.
For new firms migrating from another system, set up a staging environment with the bootstrap, run a parallel month with real data, then cut over. M11 Test Mode for emails + M16 audit log help validate before production cut-over.