Own office -level main user
- creates a new customer in the Menu who will use Heeros Accounting or adds Heeros Accounting to an already established customer.
- also establishes an Archive for the company unless it already exists.
- defines the settings and configurations for Heeros Accounting.
- grants users access rights to Heeros Accounting.
- makes agreements with banks for retrieving the tito bank statement if necessary.
If you want to add applications to an existing customer or establish only Accounting for a customer, read more about customer creation here.
If you are establishing a completely new customer who will use multiple Heeros applications, read more about the establishment here.
Bank Agreements for Heeros Accounting
If the company uses the Heeros Accounting bank statement as a voucher, the accounting office must open the necessary bank agreements with the banks before implementation. Retrieving the tito bank statement requires that the Web Services connection channel is also opened between Heeros and the respective bank.
- If the Web Services connection channel has already been opened for payment transfers of Purchase Invoices or for retrieving reference data of Sales Invoices, a new channel is not needed.
- If the company already has a bank statement for Purchase Invoices, the program will utilize the same statement in accounting.
Read more detailed information about bank agreements here.