Before you make any transaction, it is important that you first perform your organisational setup. The initial organisational setup consists of several stages that you have to go through to ensure your organization is configured properly.
The Sleekr Accounting initial setup stage consist of of 6 stages: Organizational Profile, Logo Setup, Invoice Setup, Currency Setup, Chart of Account Setup and Inventory Opening Balance Setup.
Phase I (Organisation Profile)
This phase enables you to fill in your company/organisation profile:
Learn how to setup your organization Profile in full here.
Phase II (Logo)
This phase enables you to upload or change the logo/emblem of your organization.
Learn how to upload or change the your company logo and invoice logo here.
Phase III (Invoice Settings)
This phase enables you to manage your invoice settings, starting with invoice numbering through to invoice dimensions for printing.
Learn how to change your company's invoice settings here.
Phase IV (Currency)
This phase enables you to determine and manage currencies used for your business transactions.
Learn how to manage your company's currency and exchange rate preferences here.
Phase V (Chart of Account)
This phase enables you to manage the structure of your Chart of Accounts/COA in accordance to your company's needs and preferences. Sleekr Accounting automatically provide a standard template with core accounts which you can use.
In addition to that, you will be able to add, erase and edit in accordance to your preferences. There are a few accounts which you will not be able to erase: those are accounts with a lock symbol to their right - these accounts mandatory in the Sleekr Accounting system.
How to make adjustments to accounts in your COA:
ERASING AN ACCOUNT
This option enables you to be able to erase an account your business no longer requires in your chart of accounts.
Learn to erase an account from your chart of accounts (COA) here.
EDITING AN ACCOUNT
This option enables you to edit an account to adjust your existing account to your company's needs and preferences.
Learn to make amendments to an account in your chart of accounts here.
This option enables you to add an account you may require to your chart of accounts.
Learn to add an account to your chart of accounts here.
Phase VI (Opening Balance)
This phase enables you to input or make adjustments to your company's opening account balance. Saldo awal adalah angka/nominal yang dimiliki pertama kali untuk melakukan sebuah usaha dalam neraca.
Learn to input or make adjustments to your company's opening balance here.