Chapter 20 First Use

This chapter covers the general steps to use when installing LedgerSMB for the first time. If you elected to skip Part II Getting Started of this document then this summary will help you with the main steps normally required after installation to get LedgerSMB up and running.

It is assumed that:

• •

  you have followed the installation instructions and have a working install. if not, then see the install instructions at @@@TODO.

• •

  you have setup the company database using setup.pl. if not, then see the instructions at @@@TODO.

• •

  you have created an admin user with all privileges. if not, then see the instructions at @@@TODO.

The basic accounting system setup steps are:

1. 1.

   Create a new password for the user using Preferences $\to$ Password.

2. 2.

   Setup the company defaults in System $\to$ Defaults.

3. 3.

   Edit the Chart of Accounts as necessary using General Journal $\to$ Chart of Accounts. This includes setting up your bank account.

4. 4.

   Enter or import customers.

5. 5.

   Enter or import vendors.

6. 6.

   Enter or import products or services.

7. 7.

   Customize Sales Order format.

8. 8.

   Customize Sales Invoice format.

9. 9.

   Customize Purchase Quotation format.

10. 10.

    Customize Purchase Order format.

11. 11.

    Testing your setup.