Core Setup

This section covers the setup work needed before daily operations can run smoothly.

Setup areas

• company details
• currencies and locations
• account and ledger setup
• tax setup
• users and organization structure
• preferences and numbering rules
• import and export

Before you start

• Confirm the company structure is correct.
• Confirm the user has admin or setup access.
• Confirm the chart of accounts and locations are ready.
• Confirm naming rules for items, ledgers, and documents.

Why setup matters

Most Bizak modules depend on setup data. Items depend on units and categories. Transactions depend on ledgers and roles. Reports depend on a valid accounting structure.

Related pages

• Company Setup
• Account Setup
• General Preferences
• Import and Export

Open the setup pages

• Company Setup

  Set the company profile and base values.

  Open page

• Account Setup

  Configure ledgers, groups, and financial structure.

  Open page

• General Preferences

  Set numbering, defaults, and shared preferences.

  Open page

• Import and Export

  Bring data in or move it out safely.

  Open page