The setup tasks you need to complete depend on the features you want to use and whether your business was operating prior to your conversion month.You may not need to do every task. Read the introduction to each task to determine whether you need to do the task and what information you will need.
New Features
Stock Control Enhancements Import and export enhancements Payroll Enhancements Introduction Setting up your company fileSet up accounts Enter account opening balances Set up preferences Set a password for the Administrator user IDAdvanced setupDo an initial bank reconciliationBankingReconciling your bank accounts Importing statements Recording miscellaneous transactions Credit card transactions Analysing your cash flowSalesEntering salesRecording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Creating customer credits Dealing with a supplier who is also a customer Accounting for bad debtsPurchasesEntering purchasesReceiving items without a supplier invoiceCreating supplier debits Adding finance charges paid to suppliersPaying your employeesCreating payroll categoriesTimesheets Processing your payrollProcessing termination paymentsReviewing payroll informationPreparing and filing payroll tax formsBilling for timeCreating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progressStockCreating items Making stock adjustments Multiple stock locations Building items Count stock Reviewing your stock information Setting item prices Customising stockInternational transactionsSetting up multiple currenciesTracking currency gains and losses Miscellaneous transactionsReporting VATVAT reportsEC sales EC purchasesListsAdding a record Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining recordsTransactionsChanging or deleting a transaction Reversing a transaction Recurring transactionsPublishing to iCalReports FormsSending forms Customising formsAdding and editing elementsContact managementKeeping in touch with your contacts Grouping your contacts Synchronising cards with Mac Address Book cards Customising cards Reviewing your contact informationFinancial controlTracking financial information Tracking reimbursable expensesBudgets Auditing your records Reviewing financial informationEnd-of-period proceduresMonth-end proceduresStarting a new financial yearStarting a new payroll yearManaging user accounts and company filesServicing your company fileTroubleshooting your company fileImporting and exporting data Networking company files Index of windows Table 1: 
