Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Country or legal settings may be required before your company can use this module.
Before you begin
- Name a finance owner for chart of accounts and open-item review.
- Prepare account structure using your official accounting guidance—this guide does not prescribe local chart or tax treatment.
- Gather country or legal settings your administrator must validate before go-live.
Setup steps
- Open Accounting.
- Review or create the chart of accounts for the pilot entity.
- Enter sample invoices, bills, or payments agreed with your controller.
- Run only the reports your finance team has approved for the pilot.
Day-to-day use
- Record payments against open invoices or bills.
- Review aging lists your role can access.
- Route statutory or filing questions to qualified advisors—outcomes are not defined here.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
