Where do I start on day one? A setup checklist

The system in front of you is empty, and the first question is always: where do I start? The order below makes sure you never enter your data twice or have to undo what you built.

Steps

1. Organisation details — image 1: from General Settings → Settings enter the name, address, phone and e-mail and upload the logo. These appear on every document you print.
2. Regional settings: currency, decimal places, timezone and default country. Set them now; changing them after thousands of lines have been entered is painful.
3. Tax: the tax number and rate, then e-invoicing if it is required in your country.
4. Branches — image 2: add your branches if you work with more than one.
5. Roles: review the ready-made roles or create one that suits each job you have, before you open staff accounts.
6. Users — image 3: open an account for each employee and assign their role and branch.
7. Modules: review Module Management and enable only what you need; a shorter menu is a faster one.
8. Contacts: enter your main customers and suppliers, or add them one by one with each first transaction.
9. Print template: set the header and footer once so every document comes out with one identity.
10. Open the module that matches your business and follow its guide on this site step by step.

Notes

• The order is deliberate: settings, then roles, then users. Anyone who opens the accounts first ends up re-configuring permissions employee by employee.
• Do not enter opening balances or old invoices before the currency and decimal places are set.
• You do not have to finish everything in one day; do the first six steps, then start real work and complete the rest as you go.
• If you get stuck, the help & documentation icon in the top bar opens the guides for the modules enabled for you.