Getting Started

Three short pages, in this order, and you will be able to work. About forty minutes in total.

If you are setting the system up rather than using it

The order is different. Configuration decisions cascade, and some of them are painful to reverse:

1. Platform overview — companies, branches and locations. Everything else hangs off this structure, so get it right before any data is loaded.
2. Chart of accounts setup — the account structure and, critically, the company default GL codes. Without those, documents will not post.
3. Choosing an item type — the one field on an item you cannot change afterwards.
4. Maintaining the item master — tax codes and e-Invoice classification, before anything is sold.
5. Setting up pricing schemes — your standard price lists.
6. Best practices — the five habits that prevent the expensive mistakes.

What success looks like

You are through this section when you can answer:

1. What is the difference between an applet and a module? (An applet is a functional component; a module is a business grouping. Many-to-many.)
2. What does a draft document do? (Nothing — it is invisible to everybody else until it is finalised.)
3. Which sales document moves stock and posts to the ledger? (The sales invoice, and the POS cash bill.)

Where to go next

Where to ask

If the documentation does not answer your question, open an issue at BigLedger-Support/public — say which tenant you are on, which applet you were in, and what you expected to happen.