Introduction

Before you can use your installed/updated company there are some important settings you have to enter to tell FrontAccounting how to act.

  1. Enter Setup tab, System and General GL Setup.
    • Set the correct Accounts for Retained Earnings, Profit/Loss Year, Bank Charge and all the other default Accounts.
      If you want to add more accounts, go to Banking and General Ledger, GL Accounts and create the missing accounts.
    • Check that the other values are correctly set.
  2. Enter Setup tab, Company Setup.
    • If this is your own company, change to relevant data.
    • If you want Automatic Price Calculation from Standard Cost, add a percent to add and eventually round to the nearest XX Cent. Also check that Base for Auto Price calculations is set.
  3. Enter Setup tab, Access Setup.
    • Check all the roles and change as you please. The roles have been converted from the former Access Roles and may need some changes.
  4. Enter Setup tab, Fiscal Years.
    • Check that you have the correct fiscal year entered. If not, create the fiscal year and go into Company Setup and select this new fiscal year.
  5. Enter Setup tab, Points of Sales.
    • Enter at least one Points of Sales. If you haven't setup a Cash Account, go into Banking and General Ledger tab, Bank Accounts and create a cash account. Go back to Points of Sales and fill out the rest.
  6. Before starting with sales orders, invoices etc, you must first configure Tax system configuration and entry some data:
    • Create some Taxes, Tax Groups for your country. Again, if you need some accounts, go to Banking and General Ledger, GL Accounts.
    • Create some Item Categories and Items.
    • Create some Customers and Customer Branches and Suppliers.
    • If you miss some settings, FrontAccounting will display warnings.