Initial Company Setup

Initial Company Setup:

Company Information:

After logging in -> in the upper right hand corner click on the person icon and -> company profile. Make sure all company information is correct.

Chart of Accounts:

1. Click on – Bulk Operations -> Bulk Import and load your chart of accounts. 

2. If you need to load Business Units and Departments you can do so by clicking upper right hand person icon -> Settings and then load the BU’s or Departments using our template.

Default Codification (required):

1. Click on the company profile Icon in the upper right hand corner and click on settings
2. Select the default Debit and Credit accounts for all your PO/Invoice/Accruals - These values can always be overridden at the individual transaction level.

Accounting ERP (Netsuite) API Key Setup

1. Go to Settings – click “Add Integration”
2. Fill out pertinent information including your current ERP username and password -> Submit. This will link Accrualify with your current ERP system.
3. Make sure to update your username and password to match your current username and password in your ERP system