Browse by topic

Records and Setup

Maintain counterparties, items, accounts, organization, and finance reference data.

Subsidiaries, departments, and sales channels

Choose the right subsidiary and maintain organizational dimensions used on transactions.

Maintain suppliers and payees used by payables and purchasing.

Maintain customer identities and assignments for receivables and sales.

Maintain employee records for expense and payee workflows.

Review the current account structure and maintain accounts available to each subsidiary.

Set up item identities, item types, units, and accounting assignments.

Maintain asset records and their separately identifiable asset items.

Maintain tax and withholding codes, expense categories, currencies, and retained-earnings settings.