Your first week with General
Review your setup, then work through real documents.
0 of 5 done
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Review your starting point
Check your business profile, base currency and fiscal year before entering documents.
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Understand drafts and posting
Read how drafts, posted entries and payments affect your books.
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Work through the checklist
Return to unfinished tasks later. A completed checklist task does not prove a document was sent, approved or paid.
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Review your work
Compare dashboard figures with the documents you entered, using the date descriptions and your viewing permissions.
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Bring in your team
Invite people with the access they need and pin pages you expect to revisit.