Summary

On the Summary page, you can define the email address to which the information about the completion of the establishment will be sent. The email field is pre-filled with the email address that is saved to your user account.

When everything is ready, click Create administation and the customer establishment tasks will begin. You will receive an email when the establishment tasks are complete, and you can go fill in any necessary application-specific settings.

Application-specific settings to be filled in

Accounting

Check and add information as necessary to the following tabs in Accounting after the customer establishment

• Settings – General – VAT
• Settings – General – Accounting settings
• Settings – General – Subscriptions

For more detailed instructions, see General accounting settings

Purchase Invoices

Maintain the necessary registers and add the following information to Purchase Invoices as necessary after the customer establishment

• Settings – General – Accounts
  • Maintain default account information
• Settings – General – Postings
  • Check the default values for postings
  • Maintain the default descriptions for invoices
  • Check VAT, amount, description, and account access rights settings
• Settings – General – Interfaces
  • Maintain Invoice import settings
  • Maintain Accounting settings
  • Maintain accounts payable settings
• Settings – General – Access
  • Maintain access rights changes
• Settings – General – Other settings
  • Check other settings and select default document types
• Maintain the necessary registers
  • Registers
    • Suppliers
    • Persons
  • Settings
    • Approval process
    • Payment terms

If travel invoices are also to be used, check and add the following information as necessary

• Settings – General – Postings
  • Default descriptions for travel invoices

• Settings – General – Travel Invoices

Sales Invoices

Maintain the registers for travel expenses and add the following information to Sales Invoices as necessary after the customer establishment

• Settings – General – Invoice data
  • Default payment term
  • Penalty interest
  • Cash discounts
  • Over- and underpayment limit
• Settings – General – Electronic Invoice
  • Sending electronic invoices
  • Debt collection 
• Settings – General – Counters
  • Check information
• Settings – General – Accounts
  • Complete default posting information
• Settings – General – Access
  • Check additional access rights
• Maintain the necessary registers
  • Settings – General – Registers
    • Customer groups
    • Product groups
  • Products
    • Maintain product register
  • Customers
    • Maintain customer register
  • Settings
    • Discounts
    • Demands for payment
    • Counters
    • Rules for reference payment