brotherton-erpnext/docs/user/setup/docs.user.setup.first.md

21 lines
957 B
Markdown
Raw Blame History

This file contains invisible Unicode characters

This file contains invisible Unicode characters that are indistinguishable to humans but may be processed differently by a computer. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.

---
{
"_label": "Initial Setup"
}
---`
After a successful sign-up / installation of ERPNext, on your first sign-in, you will get a form to fill.
![First Screen](img/setup-first-screen.png)
This form will create your first **Company** and **Fiscal Year** (accounting or financial year) record. You can create other Companies later.
Some definitions:
- [Fiscal Year](docs.user.knowledge.fiscal_year.html): This is your financial year, the fiscal year usually starts on 1st Jan or 1st March for most regions. If you are not sure, consult an accountant.
- Abbreviation: In a multi-company setup, the abbreviation is appended to each account, so keep it small (2-4) characters and all caps.
This will also set the default **Currency** and time zone for your account. Once you complete this, your first **Company** and **Chart of Accounts** will be created.
Congrats! You are already on your way.
The next step is to follow implementation instructions.