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Set up a new company end to end · presentation 3 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 3 of 8

Create the company, and what comes with it

You can create GadgetSphere Sdn Bhd, name the three records and one event BigLedger created alongside it and the four things it did not…

Step 1 — Create the company, and get the code right first time

GadgetSphere Sdn Bhd exists.

  • Create Company has two tabs, Details and Address, and asks for the company code…
  • Use a short code you will be happy reading on document numbers and permission…
Screen capture pending the demo tenant

Organisation applet, Create Company, Details tab

Step 2 — See the three records and one event BigLedger just created for you

You will know what you no longer have to do by hand.

Where this step sits
    flowchart TD
  s1["1. Create the company, and get the…"]
  s2["2. See the three records and one…"]
  s3["3. See the four it did not…"]
  s4["4. Set the currency knowing what it…"]
  s5["5. Set the timezone, because blank is…"]
  s6["6. Set the default sales and purchase…"]
  s7["7. Leave e-invoicing switched off until you…"]
  s8["8. Know what closing a company does…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — See the four it did not create

You will know exactly what is still missing, which is the rest of this course.

Where this step sits
    flowchart TD
  s1["1. Create the company, and get the…"]
  s2["2. See the three records and one…"]
  s3["3. See the four it did not…"]
  s4["4. Set the currency knowing what it…"]
  s5["5. Set the timezone, because blank is…"]
  s6["6. Set the default sales and purchase…"]
  s7["7. Leave e-invoicing switched off until you…"]
  s8["8. Know what closing a company does…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s3 here;

Step 4 — Set the currency knowing what it fixes

The company's base currency is a decision rather than a default.

Where this step sits
    flowchart TD
  s1["1. Create the company, and get the…"]
  s2["2. See the three records and one…"]
  s3["3. See the four it did not…"]
  s4["4. Set the currency knowing what it…"]
  s5["5. Set the timezone, because blank is…"]
  s6["6. Set the default sales and purchase…"]
  s7["7. Leave e-invoicing switched off until you…"]
  s8["8. Know what closing a company does…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s4 here;

Step 5 — Set the timezone, because blank is not neutral

Your bank reconciliation windows and your report rows will land on the right day.

What you do
  1. Leave it blank and the platform falls back through the tenant setting to Malaysian…

Step 6 — Set the default sales and purchase tax codes

You will know where the company's tax defaults live and why you cannot fill them in yet.

Where this step sits
    flowchart TD
  s1["1. Create the company, and get the…"]
  s2["2. See the three records and one…"]
  s3["3. See the four it did not…"]
  s4["4. Set the currency knowing what it…"]
  s5["5. Set the timezone, because blank is…"]
  s6["6. Set the default sales and purchase…"]
  s7["7. Leave e-invoicing switched off until you…"]
  s8["8. Know what closing a company does…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s6 here;

Step 7 — Leave e-invoicing switched off until you have tested

You will not lose a month of e-invoices to a switch.

What you do
  1. Finish this course, post the test invoice in lesson eight, void it…

Step 8 — Know what closing a company does, and what deleting does not

You will treat both buttons with respect.

What this step names
  1. The row stops appearing in pickers
  2. Its documents keep pointing at it
  3. Nothing tells anyone

NarrationSlide 1 of 9

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