Chart of Accounts
Date:
Attendees:
Chart of Accounts
G/L Account Categories
Mapping
...
Company Name | Country | Base Currency |
---|---|---|
VAT Setup
Bank Accounts
Integration with bank (Direct Debit / SEPA payments)
Bank Reconciliations (Automation of Bank Statement import)
Fixed Assets
Fixed Asset Posting Groups
Currencies
ECB Exchange Rate automation
Customers
Customer Posting Groups [Link to Receivables control account]
...
Vendors
Vender Posting Groups [Link to Payables control account]
ItemsInventory
Inventory Posting GroupGroups
Customer facing documents
Sales Quotes
Sales Orders
Sales Invoices
Sales Credit Memos
Customer Statements
...
Purchase Quotes/Orders/Invoices/Credit Memos
No Series
Users
BC Users
Name | License Type {Essentials/Team Member] | Permissions |
---|---|---|
Notes: