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Recommended setup order for a new organisation

Start here · About this manual·1 min read

If you are setting up LedgersLab for the first time, work through the chapters in this order. Each step builds on the one before it.

  1. Create your account and organisation — Chapter 1.
  2. Configure the organisation — Chapter 22 (Settings): company profile, branding, fiscal year, currencies, users and roles, transaction numbering, payment terms, tax rates and default accounts.
  3. Review the chart of accounts and enter opening balances — Chapters 9 and 22.
  4. Add customers and vendors — Chapter 4.
  5. Create the items and services you sell and buy — Chapter 10.
  6. Start day-to-day work — Sales (5), Purchases (6), Expenses (7) and Banking (8).
  7. Switch on the modules you need — Inventory, Manufacturing, Fixed Assets, Budgets, HRMS, CRM, Collaboration and Helpdesk.
  8. Put controls in place — Approvals (14), period locking (9) and the reports you will review each month (19).
1.6The first things to do after signing upYour organisation works straight away, but a few minutes of setup saves corrections later. The Getting started card on the Dashboard tracks these six items:…Getting started1.1Creating your account and organisationIf your company is new to LedgersLab and nobody has invited you yet, you create the account yourself. That makes you the owner of the organisation — the…Getting started1.4Joining an organisation you were invited toIf a colleague has already set up your company's workspace they will invite you rather than asking you to register. You receive an email with an invitation…Getting started18.10CRM settingsSettings → CRM (in the main Settings module) groups fifty configuration screens: Group Screens People and roles Users (who works in CRM), CRM roles and…CRM — leads, accounts, opportunities and forecasting