6.1 Introduction

After the company has been created by executing the procedure described in the last chapter it is still an empty shell which needs to be populated. The correct data needs to be entered for things like bank accounts and company contact data to be used on invoices.

These steps have to be completed before LedgerSMB can be used meaningfully: these settings have to be present for many workflows. A major reason is that with LedgerSMB - as most ERP systems - financial consequences of events in many workflows are directly reflected in the company’s books. Some accounting related settings have to be completed before LedgerSMB can do so.

This chapter documents the steps to this configuration. It assumes you’ve did not skip loading a chart of accounts in Chapter 5 starting at page 5 or that - if you did - imported your own. Whatever your method, a chart of accounts should be available.