Setup Checklist

Overview 

Going live with Accounting Seed includes completing all of the setups required to operate the application. This is a comprehensive checklist to set up Accounting Seed. Follow the links associated with each step for detailed instructions.

Getting Started

• Order Check Stock

Installation

• Install Packages
• Allocate Users
• Assign Permission Sets
• Adjust Page Layouts for Account, Opportunity, and Product (2 Options)
  • Edit Page Layouts via User Profile Assignments
  • Edit Page layouts Manually

Creating Your Chart of Accounts

• Design Chart of Accounts
• Setup GL Subtypes
• Create/Import Chart of Accounts

Configurations

• Setup PDF Formats and Email Templates
• Setup Currencies (Skip if not applicable)
• Setup Additional Ledgers (Skip if not applicable)
• Complete the following settings: 
  Note: Skip any settings that are not applicable.  
  • Automated Jobs
  • Post Settings
  • Default Ledger
  • Default GL Accounts
  • Multi Ledger Defaults
  • Check Print Adjustments
  • Enablements
  • Tax Settings
  • Stripe Settings
  • Purge Data

Core Accounting Master Data

• Create/Import Customers and Vendors
• Create/Import Non-Inventoried Products (Skip if not applicable)
• Create/Import Sales Tax & Setup Customer Tax Rates  (Skip if not applicable)
• Setup Reporting Periods

Inventory Master Data  

(Skip if not applicable)

• Create/Import Inventoried Products
• Setup Kits and Builds
• Setup Warehouses and Locations

Projects 

(Skip if not applicable)

• Setup In Process and Template Projects
• Setup Labor Costing Rates
• Setup Labor and Expense Billing Rates

Banking

• Setup Bank Direct Connect - Bank Settings

Post Go Live

• Migrate Opening Balances