Setup

Automations

• Automated Jobs
• Post Settings
• Automated Job Results Configuration Setup
• Automated Job Results
• Review an Automated Job Results Exception Report
• Schedule the Bank Download

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Chart of Accounts Setup

• System Business Rules
• Design Your Chart of Accounts
• Edit Tax Settings on a Ledger
• Edit/Delete Skeleton GL Accounts
• Edit Default Bank Account
• Create a New GL Account

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Configurations

• Default Ledger
• Default GL Accounts
• Multi Ledger Defaults
• Check Print Adjustments
• Enablements
• Create a Cash Flow Category

Utilities

• Import Templates
• Upload File and Select/Create Template (Recurring Objects - Import Templates)
• Update Existing Recurring Lines (Recurring Objects - Import Templates)
• Tax Settings
• VAT Reporting Settings
• Stripe Settings

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Multi-Currency

• Multi-Currency Overview
• Enable Multi-Currency
• Ledger Multi-Currency 
• Add Currencies and Exchange Rates
• Example Multi-Currency Transactions

Accounting Period Recurring Tasks

• Set up an Accounting Period Recurring Task

Multi-Company

• Set Up Multi-Company
• Trust Accounting
• Inter-Company Due to/Due from

Financial Master Data

• Set up a Customer or Vendor
• Set up Non-Inventoried Product
• Set up Accounting Periods
• Open and Close Accounting Periods

PDF Formats

• Configure Standard PDF Formats
• Customize PDF Email Templates
• Create a Custom PDF Format
• PDF API Field Names