Getting started

Post opening balances

Opening entries, the suspense account, and proving the balance before you go live.

7 min read

One opening entry, one date

Opening balances go in as a single opening entry dated the day before your first live period. That keeps the go-live boundary visible in the ledger forever.

Proving it

Run the trial balance for the opening date. Debits and credits must agree and the suspense account must be zero before you post anything else.

Keep reading

Create your workspace

Company profile, base currency, fiscal year and the users who will work in it.

6 min read

Set up the chart of accounts

Account groups, levels, and how to bring an existing chart across without losing history.

9 min read

See it against your own numbers.

Create a workspace, import a chart of accounts and post a document. The ledger underneath is the same one that will carry you at ten times the size.

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