- 01
Confirm the financial year
Create or verify the financial year and make sure the period where you will begin work is open.
- 02
Review the Chart of Accounts
Use the existing accounts where suitable and create only the accounts the business genuinely needs.
- 03
Check control-account mappings
Confirm Accounts Receivable, Accounts Payable, inventory, revenue, cost, VAT and payroll mappings for the modules you plan to use.
- 04
Add bank and cash accounts
Create the operational bank and cash accounts and connect each to the correct ledger account.
- 05
Run readiness checks
Resolve required accounting setup warnings before approving or posting live transactions.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.