03 - Setting up your Accounting App

To ensure a smooth setup experience and accurate financial reporting, we recommend following the configuration steps in the order listed below. Each step links to a detailed section/document to guide you. 

Step	Folder Name	Description	Link
1	Organization Setup	Set Company Information, Multi-Currency and User Access Controls.
2	Multi-Ledger Setup (Entities)	Define separate ledgers/entities for multi-entity accounting.
3	Chart of Accounts	Set up the account structure for financial transactions.
4	Bank Setup	Add bank accounts, credit cards, and reconcile statements.
5	Customer and Vendor	Create and manage customers and vendors.
6	Tax Setup	Configure tax accounts, templates, and rules.
7	Configuration	Enable or disable specific features for Purchases and Sales.
8	Products and Services	Set up goods and services for your organization.
9	Approval Processes	Define how financial approvals are handled.
10	Income and Expenses	Record and manage business income and expenses.
11	Manual Journals	Record non-standard or adjusting financial entries.
12	Reports and Dashboard	View, customize, and export financial reports and dashboard.
13	AP and AR AI Agents	Automate Accounts Payable and Receivable processes.
14	Reporting AI Agent	Use AI to auto-generate insights and summaries.
15	Custom Fields	Add custom fields for specific objects based on organization need.
16	PDF Templates	Create templates for invoices, POs, and other printed documents.
17	Integrations	Connect to popular business platforms to automate workflows