Generic Sales Flow

Note:

1. Each of the boxes has a suffixed box number. This is the reference of the notes or links that related to that box.
2. There are 2 flows on this page (Flow A and Flow B).

• Flow A - Company Setup
  • A-2 - Add or Edit Fiscal Year
  • A-3 to A-8 - Company Setup

• Flow B - Finance Setup
  • B-3 - Add and Edit Bank Account
  • B-3a - Add and Edit Currencies
  • B-5 - Update Exchange Rate Table
  • B-6 - Update Account Class (COA)
  • B-7 - Update Account Groups (COA)
  • B-8 - Update Chart of Account (COA)

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Other Links

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Initial Company Setup Flow - Flow (A)

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Initial Finance Setup Flow - Flow (B)