Basic navigation and company settings
Review basic navigation functions
| Step | Task description | Help topic | Training video(s) | Application form |
| 1 | Review basic navigation | View |
Configure the company profile
The company profile is available in Settings > Company Settings > Profile.
| Step | Task description | Help topic | Training video(s) | Application form |
| 1 | Fill in the account profile information, such as the address, firm type, size, and external applications. | View | ||
| 2 | Configure the global settings, such as the default currency, fiscal year, transaction locking, and rounding. | View | ||
| 3 | Specify the default numbering. | View |
Upload the company logo
The company logo can be uploaded at a later date since it may require a graphic designer's help to meet the specifications.
| Step | Task description | Help topic | Training video(s) | Application form |
| 1 | Upload the company logo. | View |