Set up a new company end to end

For the whole-system operator — you run the books. Level 3 — configure and own.

By the end you can take a new GadgetSphere company from an empty tenant to one finalised sales invoice with a correct journal behind it — chart, company, branches and locations, ledger, set of books, fiscal year, default GL codes, tax codes, cashbooks and settlement methods — in the order each applet’s own prerequisites impose, and you can name what every step you skip breaks in sales, purchasing, inventory, point of sale and e-invoicing.

Presentations

1. Four records, and the order they come in — about 10 minutes, narrated
2. The chart comes before the company — about 11 minutes, narrated
3. Create the company, and what comes with it — about 12 minutes, narrated
4. Branches, and the location your stock lands in — about 12 minutes, narrated
5. Ledgers, a set of books and the fiscal year — about 12 minutes, narrated
6. The mapping that decides whether a document posts — about 13 minutes, narrated
7. Tax codes, cashbooks and the ways money moves — about 12 minutes, narrated
8. Finalise one document and prove it — about 15 minutes, narrated

Modules this series draws on

• Core Module
• Financial Accounting Module

Reference pages this series draws on

Every screen a presentation mentions is documented on one of these pages; the series does not re-document it.

• Tenant Admin Applet
• Financial Report
• Cashbook
• Chart of Account
• Organization
• Tax Configuration
• Chart of Accounts Setup Guide
• How Work Actually Runs
• Core Module
• Document Numbering

All presentations · Presentations for the whole-system operator