Overview of take-on routines

When starting a new company on Fincon Accounting, you have two options when it comes to opening quantities and balances. You can elect to bring in your opening stock quantities using a stock-take and bringing in your opening balances with journal entries. Another option (and one we recommend) is to make use of the Take-on Routines.

Despite the intimidating name, the take-on routines basically just involve all the steps relating to creating your inventory items and accounts, and bringing in your opening quantities and balances.

The steps in the take-on routines process involve the following:

  1. Setting the take-on parameters
  2. Completing the stock take-on routines
  3. Completing the financial take-on routines
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