Account Setup¶
Account setup prepares the financial framework Bizak uses for posting and reporting.
Key areas¶
- tax setup
- accounting periods
- account lists
- budget categories
- cost categories
- customer categories
- incoterms
- job types
- payment methods
- price levels
- terms
- vendor categories
- opening balances
- expense categories
Why this matters¶
Most transaction screens rely on account setup. If terms, ledgers, tax setup, or opening balances are missing, posting can fail or reporting can look incomplete.
Example¶
Before a vendor bill can be posted, the system needs a valid ledger setup. Before reports can balance, opening balances must be in place.