Nice work! You’ve picked a ledger workflow and now you’re ready to set up and start using Client Accounting!
Here’s an overview of everything we’ll cover in the workflow. Click the pink button at the bottom to step through in the recommended order.
Because every practice is a bit different, we strongly recommend a Product Champion or Pilot Team from your practice does a test run of this workflow, using the documented processes prepared earlier, to ensure everything runs smoothly. Once you know everything's good, you can redo the implementation in a live environment to roll out to the rest of your practice.
Learn how to add workpapers, link source documents and enter adjusting journals. You'll also learn about working with assets registers and approving and finalising workpapers.