This is the first stage you start with when implementing our accounting module. You do not need to bring in all your accounts. Just the ones that you need for the accounting of your financial agreements.
Accounts can be created manually from "Add new", copied from existing accounts, or using the excel import.
Default counterparty code
If you have internal transactions in the system and you don't want to bring the counterparty code set up in the company view for this account, you can define here a default value that will come to all internal transactions as default counterparty code.
Set the tab on active mode and then define the text.
Excel import for accounts
Click the first Import tab. From ‘Download sample’ you can get the import excel template that you can use for the import. You can bring 50 at once.
Once you have filled in all your accounts and saved the file into your computer, you need to check the file first to make sure it is readable; and then click ‘import’.