Getting started with Enterpryze
This guide describes the best practice steps to get your Enterpryze up and running to suit your needs in the Inventory Package as part of onboarding. Make your Business better from the start!
Outlined below are a list of recommendations to get you started, with links to relevant articles on how to carry out those actions.
TIP: You can skip any step if it is not relevant to your business.
1. Setup your Organisation
1.1 Organisation settings: It is important to setup your Organisation details as these will be used throughout Enterpryze on your documents. This contains information such as your Company name, address, contact details, Tax ID and company logo.
1.2 Add your Users: add the users you will need access to Enterpryze, set their authorisation and make sure they can only access their required functionality.
2. Financial and Banking Setup
2.1 Add to your Chart of Accounts: We provide a list of GL accounts within the Chart of Accounts function for you. However you can make these suit your business needs and add any required codes that you will need. Please consult your Accountant if you are unsure of any additions to make to your Chart of Accounts.
2.2 Settings for Finance: Add Cost Centres and Cost centre levels (Dimensions) if you want to analyse your accounts further.
Add Project codes for projects that your company is running.
Tip: All of these can be selected througout Enterpryze on your transactions and on your Financial reports to give better reporting on how your business is performing.
2.3 Settings for Banking: Define Payment terms that will be linked to your Customers and suppliers to determine when invoices will be due to be paid.
Set your default GL accounts to be used when making payments.
Add your Organisation bank accounts here, these will be used throughout your payments, to see your Live Bank feed details and for your Bank reconciliations.
3. Import or manually add your data
3.1 File Importer: Use the File importer for import your Journals, Customers, Suppliers, Invoices or Items from Excel. Use your own or download our templates to ensure they match to the required format.
3.2 Add Customers/Suppliers manually: You can setup your Customers/Suppliers manually through the Companies function. Also use this feature to edit your Customers/Suppliers, add bank accounts, set required tax status, add contacts.
3.3 Add Service Items: You can setup Service Items to use in the Inventory Package which can be selected on all your documents Sales Quote, Sales Invoice, Sales Credit Note, Purchase Order, Purchase Invoice and Purchase Credit Note.
This allows you to set a default Sales & Purchase price and tax codes relevant to your service items, just to note there is no stock totals recorded for these items.
3.4 Add Stock Items: This is where you can add in your stock items and non stock items for using throughout the Inventory package on all your Sales, Purchase and stock transactions. You can use the File Import to import large volumes of items from Excel as in step 3.1 above.
4. Add Opening Balances
4.1 Add Financial statement as a journal: If you have a Financial statement (Trial Balance to include Balance Sheet/Profit & loss) upto your last closed period you can add this into Enterpryze to record the balances brought forward using a Journal Entry.
- The Journal entry remarks should reflect what you are entering, eg. Opening Balance B/F
Tip: Consult with your Accountant to ensure the postings are correct before proceeding and that all Debit/credits balance on the Journal.
4.2 Add Open Sales Invoices as Sales Service Invoices: If you have any Open Sales invoices that you would like to record in Enterpryze. These are invoices that are not yet paid and any new invoices issued since you closed your accounts.
4.3 Add in your stock totals using the Goods In option. Use this option to increase your stock totals with the opening balance from your chosen date.
Tip: You can also use the File Importer as per step 3.1 to import any of the above.
5. Choose document layouts
5.1 PDF Gallery: Take a look at the PDF Gallery and decide on the layouts that best suit your Business needs.
5.2 Set your document layouts: Now set the default PDF layout in Enterpryze for each of your documents based on the selection you viewed in the PDF gallery.
Find out about the Sales transactions in the Inventory Package
Inventory Package tutorials on the Enterpryze Academy🎥
Check out the training videos available for the Inventory Package on our YouTube playlist for the Enterpryze Academy.
Now you are ready to start Invoicing and adding Payments in Enterpryze!
If you need any help check out our chat box available on the browser app, you can search the help articles and also message our Enterpryze Support Team, help is always on hand!