How to configure Front Accounting

frontAccountingHere are some of the configurations you will want to make to a clean install of Front Accounting.  Of course every installation is different but these steps will hopefully give you a starting position.


Let's get started

  1. Logon as Admin with the password that you set.
  2. Go to Setup > User Accounts Setup and create a new user account with system administrator access.
  3. Logon as the new admin user.

 

Branding

  1. Go to Setup > Company Setup and change the Company Logo.  This will put your logo as a header on invoices etc.
  2. Copy your own favicon.ico into the root directory.

 

Further Configuration

  1. Setup > Company Setup -- Enter your company details.
  2. Setup > Display Setup -- Confirm all options.
  3. Setup > Taxes -- Create a new tax type of "none" for "Sales" and "General Expenses" with a default rate of 0%.
  4. Setup > Tax Groups -- Create a new tax group with description of "none".
  5. Setup > Fiscal Years -- Create suitable fiscal years (you may have to use phpMyAdmin to edit the existing entry.
  6. Setup > Payment Terms -- Setup your own acceptable payment terms.
  7. Setup > Print Profiles -- Delete all printing profiles.
  8. Setup > Printers -- Delete all printers.
  9. Setup > Points of Sale -- Delete all existing POS.
  10. Banking and General Ledger > Bank Accounts -- Delete all bank accounts and add your own, including at least one cash account that can be used as a POS.
  11. Setup > Points of Sale -- Create a new POS using the new cash account created in the previous step.
  12. Banking and General Ledger > Exchange Rates -- Collect Exchange Rates as necessary by clicking on "Get" and then "Add new".
  13. Items and Inventory > Inventory Locations -- Add your own locations.
  14. Items and Inventory > Item Categories -- Add or remove categories.
  15. Items and Inventory > Units of Measure -- Add or remove your own units.
  16. Items and Inventory > Item Tax Types -- Add new Tax Type "None".
  17. Items and Inventory > Items -- Create some new sales items.
  18. Sales > Sales Areas -- Edit your Sales regions / areas.
  19. Sales > Sales Persons -- Add your sales people.
  20. Sales > Sales Types -- Define your own Sales Types as required.  Have a least one Sales Type called "Base Pricing" set to a factor of 1.0000.
  21. Setup > Company Setup -- Define the "Base for auto price calculations".
  22. Items and Inventory > Sales Pricing -- Define your Sales Pricing primarily using the "Base Pricing" Sales Type.

 

Perform a backup

  1. Setup > Backup and Restore -- Create a new backup, include a note to describe this as your "Initial Setup" backup.

 

Thanks for visiting.