First Setup

First Setup

Creating your first company, setting up an admin user, and configuring your books.

Create Your First Company

Step 1: On the Company Selector screen, click New Company.

Step 2 — Business Setup: Enter company name, address, GSTIN and your state. The GSTIN state code is used to determine CGST/SGST vs. IGST on invoices.

Step 3 — Financial Year: Set the Books Beginning Date (usually 1 April of the current financial year) and Financial Year Start Month (default: April).

Step 4 — Admin User: The first user created automatically gets the Admin role, which can access all Settings including Users, Roles, Audit Log and Backup.

  • Open Masters → Chart of Accounts and create your opening ledgers
  • Open Masters → Stock Items and add your products with opening quantities
  • Open Masters → Voucher Types and customise number series prefixes (e.g., INV-25, PUR-25)
  • Open Settings → Users and create accounts for each staff member