Chart of Accounts Wizard

When the software does not yet contain a Chart of Accounts for any fiscal year, the AccountingModule will automatically guide you through setting them up with the following series of steps:

• Step 1: Set the Accounting Year — Choose a calendar or fiscal year setup.
• Step 2: Decide Whether to Use Account Numbers — If using numbers, set a numerical structure.
• Step 3: Set up your Funds and Income/Expense Accounts — Design the funds and their income / expense accounts.
• Step 4: Setting up Assets, Liabilities, Vendors, and Payees — Enter the rest of the Chart of Accounts.
• After Using The Setup Wizard — Final topics and features to understand before getting started with the Accounting   Module.