Getting Started with EzeeBooks
- Setting Up Your Company:
- Begin by navigating to Company Setting.
- Here, you’ll be prompted to provide essential business information. This includes your Brand, System, Company Settings, Payment Terms, and if you’re migrating from another system, options for Data Migration are available.
Note: Filling out all the details ensures your records and transactions align with your business’s unique requirements.
- Employee Management:
- Proceed to the HR Menu.
- Within this section, you’ll find the Employee option. Click on it to add employees and fill out their respective details.
Tip: Accurate employee details will aid payroll processing and other HR tasks.
- User Management and Roles:
- Your next step is the User Management section.
- This is where you can create specific roles for each user, ensuring that every employee has the right access and permissions suited to their job description.
- Accounting Variables Setup:
- To keep your finances in order, head to the Accounting Settings Menu.
- Here, you can set and adjust vital financial variables, such as Account Type and Account Sub Type. The proper setup ensures accurate financial reporting and compliance.
- Setting Up Products & Services:
- Navigate to the Products menu.
- Spot the + box icon and click on it to begin adding your products or services. Detailing your offerings here ensures smooth invoicing and inventory management.