Enter your financial and general ledger information, including details on your bank
account and fiscal periods.
- Establish end dates for your company's fiscal periods
on the Fiscal Periods screen.
- Set up your bank accounts and checks. on the Bank
Account screen
- Create classifications for your journal entries on the
Journal Type screen.
- If you have any recurring
journal entries that are not related to a project, create a recurring journal entry
template.
Note: If you have any recurring journal entries
that are related to a project, you will create a recurring journal entry template
later.
- Review the financial setup on the View Financial
Setups screen.
Once you complete the
financial setup process, continue to the Tax Authority Setup process.