Before any transactions can be processed the program must be configured and setup.

The setting up includes specifying details about the company concerned and setting system defaults. The system defaults ensure that the users are prevented from processing entries in such a way as to upset the general accounting controls such as preventing the users from posting an entry to a control account without posting a corresponding entry to a sub account.

The initial setting up of the program should be performed by someone experienced and knowledgable about accounts and the financial activities of the organisation.

It makes sense to create the essential General Ledger accounts first as these will be needed when specifying default accounts.

You select the option to setup the system from the Setup Menu. Select the Setup button from the Main Menu.