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Accepting Your Setup

After specifying your company details, period structure, and selecting a chart of accounts, you can move onto the next phase of the setup. The Accept button will only be enabled if you set your financial year in step two of the setup. When a step is completed, it will be ticked.

To confirm your setup:

  1. Click the Accept button in the Setup New Document window

The window will close, and a new window will be displayed into which you can enter your bank balances.

Once you have clicked the Accept button you will not be able to change the structure of your financial year, or choose a different set of accounts (you can of course modify the chart you have selected).

Accounting for GST, VAT or Sales Tax The Setup Account