- 01
Review existing accounts
Use existing accounts where they already represent the business purpose.
- 02
Create only necessary accounts
Choose the correct account type/classification and a clear name/code.
- 03
Protect control accounts
Accounts used by AR, AP, inventory, VAT or payroll should be changed only with an understanding of the connected posting logic.
- 04
Check report presentation
Review Trial Balance, Profit & Loss and Balance Sheet after structural changes.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.