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After The Wizard 2017-06-08T15:49:30+00:00
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After The Wizard

What to do after the Company Setup Wizard

Following on from the Company Setup Wizard, you may need to set some options within your company.

These options can be reviewed in the ‘Setup’ -> ‘Options’ menu within your company and they cover:

  • Allocations ON/OFF
  • VOCR ON/OFF
  • Nominal Ledger ON/OFF, including auto generation of nominal codes
  • Gross Price Entry
  • Margin VAT Scheme
  • Credit Input RCV
  • O/S Items Only (Statements)

In addition to this, you may need to do the following:

  • Go to ‘Setup’ -> ‘Suppliers’ to add your suppliers.
    These can also be added when entering transactions in the Payments Book, Purchases Book or the Cash Book when using the Payments option.
  • Go to ‘Setup’ -> ‘Customers’ to add your customers.
    These can also be added when entering transactions in the Sales Book or the Cash Book when using the Receipts option.
  • Go to ‘Setup’ -> ‘Products’ to add you products.
    These can also be added when entering transactions in the Sales Book.
  • Go to ‘Setup’ -> ‘Control’ Accounts to review any changes you might require.
  • Go to ‘Setup’ -> ‘Nominal’ Accounts to review any changes you might require.