Difference between revisions of "Initial setup"
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# [[Accounts|Define or update your account chart]] | # [[Accounts|Define or update your account chart]] | ||
# [[AccountingTemplates|Optionnally, define accounting entry templates with computations]] | # [[AccountingTemplates|Optionnally, define accounting entry templates with computations]] | ||
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== Chart of Accounts == | == Chart of Accounts == |
Revision as of 14:24, 10 April 2015
Français Español{{#CustomTitle:Initial setup}}
Minimal setup
Before using Gestinux, you must enter a minimal set of parameters.
- Confirm the language
- Define and possibly create the database to use.
- Enter informations about your company or your organization.
Accounting setup
You must then check some accounting basic informations
- Define fiscal years
- Define accounting journals
- Define or update your account chart
- Optionnally, define accounting entry templates with computations
Chart of Accounts
Then you have to import or create some accounts. (More documentation will be soon available...)
It is possible to import all this data from separate files, produced by other applications (provided it is in the correct format). For initial testing, this is the easiest way to begin exploring Gestinux.
Currently, files produced by French accounting software (SAGE 100) are provided which you can import to set up a test accounts database. If you can provide export files from other accounts software, (originating outside France or in languages other than French), you are welcome to contact the developers.
Sales setup
Then, if you want to make quotes and invoices, you must setup or check basic data, depending of legal requirements varying in different countries, and to your commercial practices.
- Sales categories
- Taxes (V.A.T and other taxes)
- Tariffs
- Payment modes
- Sales units
- Sales document layouts
- Customer groups
- Product groups
- Contact titles
- Delivery areas
Ready to go
You can then start using Gestinux