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  1. Accounting Seed Knowledge Base
  2. Setup

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
See all 7 articles

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
See all 8 articles

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
See all 8 articles

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
Accounting Seed Knowledge Base