Once your client account has been created and you are going to start working with the client's accounting, follow the steps below as a guide. 

General 

1. Fill in the company information.
2. Create a financial year. 
   When you have chosen your accounting method and created your financial year you get:
   
   • A Chart of Accounts - You can check the COA by printing the Chart of account report.
   • Default accounts
   • Journal types and Predefined journal types
   • Journal templates
3. Customise your Chart of accounts 
   
   • Add accounts 
   • Add account classes 

Check the following settings 

These are located both under settings in the right hand menu as well as in the Registry in the main menu on the left hand side. 

1. Set your number series
2. Set up a payment method 
3. Set up your own Journal templates 
4. Activate supplier invoice Approvals (Supplier invoice review)
5. Activate e-invoicing (to be edited for Estonia) 
6. Turn on Projects
7. Create Cost Centres
8. Currencies  
9. Accruals

Start working

1. Set up banking
2. Import journal entries if necessary
3. Create a Journal  
4. Create a supplier invoice
5. Activate e-invoicing (to be edited for Estonia)
6. Receive an e-invoice (incoming invoices)
   
7. Standard Reports  
8. Accruals: On supplier invoices and on journals 

At the start and end of a financial year, think about the following

1. Creating and Setting up a new financial year
2. Opening balances
3. Create a comparative year
4. At the end of a financial year
5. Close a period