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Set up a new company end to end · presentation 1 of 8 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Set up a new company end to end · presentation 1 of 8

Four records, and the order they come in

You can say what a tenant, a company, a branch and a location each scope…

Step 1 — Name the four records you are about to create

A tenant is the whole BigLedger account.

What this step names
  1. Inside it
  2. A company is a legal entity: the one that files accounts
  3. Carries a tax registration
  4. Holds a chart of accounts
  5. Owns a ledger

Step 2 — Check that you can start at all

You will know whether the work is yours to do or somebody else's.

What you do
  1. Open Tenant Admin and confirm you have Organisation, Chart of Account, Tax Configuration, Cashbook…

Step 3 — Understand why the order is not a preference

You will stop looking for the setup wizard, because there is not one.

What you do
  1. Follow it and each screen has what it asks for

Step 4 — Know that none of this posts anything

You will stop expecting a confirmation that never comes.

What this step names
  1. It has no document type
  2. No debit or credit
  3. No stock movement
  4. No journal of its own

Step 5 — Know that nobody will approve any of this

You will set expectations with your finance manager correctly.

Where this step sits
    flowchart TD
  s1["1. Name the four records you are…"]
  s2["2. Check that you can start at…"]
  s3["3. Understand why the order is not…"]
  s4["4. Know that none of this posts…"]
  s5["5. Know that nobody will approve any…"]
  s6["6. Know where you will come back"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s5 here;

Step 6 — Know where you will come back

You will know the shape of the whole course.

What this step names
  1. Then back into the Chart of Account applet for the ledger
  2. The set of books and the fiscal year
  3. Then — because saving a default GL code needs a ledger to…

NarrationSlide 1 of 7

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