Navigation:  Setting up for Production >     Setting up for Production

 

Setting up a Company

Your installation may involve just a single Company or it may involve multiple Companies. Regardless, a Company must be set up before you can use it for your real data. When AdaptAccounts is installed an initial Demo company is usually created which may be used for practice and similar purposes but not for production. That Demo company must not be used for your real data.

 

Before setting up your own data you must set up a Company first. Refer to the Login Company maintenance and Company maintenance tasks for more information.

 

Setting up your installed Applications

Each application module has specific pre-requisites to set up that application for Production.

 

Please review the Setting up for Production sections for all installed modules for your configuration and complete the setup in the sequence outlined below.

 

Note that some modules have special requirements when other modules are installed. For example, setup for Accounts Receivable when Sales is installed needs some Sales setup to be completed before Customers can be added or imported.

 

Set up your installed Applications in this sequence

Currency Manager

General Ledger

Accounts Receivable

Accounts Payable

Inventory

Sales

Purchasing

Job Costing

Bill of Materials

Payroll