- Set Up a Company Using RapidStart Services
- Manage User Rights and Profiles
- Set Up Number Series
- Set Up Trail Codes
- Set Up General Journal Templates and Batches
- Set Up Posting Groups
- Set Up Dimensions
- Set Up and Manage Document Approvals
1. Set Up a Company Using RapidStart Services
- Implementation Design
- Demo company overview
- Create a New Company
- Worksheet design I
- Worksheet Design II
- Questionnaire Configuration
- Configuration Template
- Setups required before Data Migration
- Sales tax
- Payment term and other tables setup
- Customer Data Migration
- Vendor Data Migration
- Item Data Migration
- Chart of Account Migration
- Chart of Account Open Balances
- Create an Accounting period
- Open customer balances
- Open customer balances II
- Open Vendor Balances
- Open Vendor Balances II
2. Manage User Rights and Profiles
- Create a new User
- Create a permission set
- User Setup
- User Personalization
3. Set Up Number Series
- Number Series Setup
- Create a number series
- Number series Setup pages
4. Set Up Trail Codes
- Source code and Reason code setup
5. Set Up General Journal Templates and Batches
- General Journal template setup
6. Set Up Posting Groups
- Posting Groups setup
- Bank Account setup
- Bank Account posting
- Sales Tax
- Tax Jurisdiction
- Tax details
- Tax Area
- Posting Group and sales tax verification
- Tax Posting setup
- Create a sales invoice for verification
- Create a purchase invoice for verification
7. Set Up Dimensions
- Dimension
- Global and Shortcut Dimensions
- Single/multiple Dimensions
- G/L Account dimensions
- Create a sales invoice with dimensions
8. Set Up and Manage Document Approvals
- Approval Setup
- Approval System setup
- Design an Approval template
- Approval Entries