2. Setting up accounting templates
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      3. 2. Setting up accounting templates

      Get started with accounting

      Chronological procedure for setting up accounting templates

      This part of the guide is just a brief chronological description of the steps you take to get started with accounting.

      1. Go to Accounting
      2. Navigate to General Settings
        • Set up language, certificate management, and file management.
        • Configure accounting objects.
        • Save
      3. Go to the Fields and Templates
        • Set up custom fields if any.
        • Set up default templates if any.
        • Then, set up specific templates with rules for organizations and different position types.
      4. Go to the Mass updates
        • Apply your templates to the positions that fit.
      5. Go to the File Export and retrieve the data you need.