System Configuration

Setting up core company masters, fiscal years, naming series, and defaults.

Core Configuration Steps

Configure foundational system parameters prior to importing transactional data:

1. Company Profile: Legal entity details, tax identification numbers, and default currency.
2. Fiscal Year & Chart of Accounts: Establish accounting periods and ledger hierarchies.
3. Naming Series: Define document numbering prefixes (e.g., INV-2026-####).
4. Global Defaults: Default warehouses, price lists, and payment terms.