First setup for a company
Prepare your company workspace before entering daily transactions.
Use this order for a clean setup:
1. Complete the company profile, address, tax details, logo, timezone, and base currency.
2. Create users and assign only the permissions each role needs.
3. Configure currencies, taxes, payment methods, warehouses, and document numbering.
4. Build or review the chart of accounts before recording financial transactions.
5. Add customers, suppliers, products, opening balances, and opening stock.
6. Create one test invoice and one test purchase to confirm the workflow.
Do not activate a payment method until its accounting account is linked.