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Accounting Setup
Getting Started > Setting Up a New Company > Accounting Setup

Glossary Item Box

 

Define Accounting Periods
Define your fiscal year and fiscal periods.

Create New Chart of Accounts
Set up new chart of accounts by copying from a template or defining each account code.

Assign Default Accounts
Assign default posting accounts for each posting transaction.

Opening Trial Balance
Enter opening balance journal entries.

Other Accounting Setup
Set up account types, account segments, financial statement layouts or account budget.

Accounting Module Preferences
Configure settings as to where the sales analysis will be based upon.

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