Atlas knowledge base articles.
30 Articles
Answers to common questions about completing the setup wizard.
Set up your first full-access admin account and assign permission groups to your team.
Enter historical account balances as of your go-live date and verify they balance.
Create the items that will populate your sales and purchase forms.
Review and confirm the chart of accounts created for your business type.
Choose your industry type and accounting variant to match your business model.
Enter your company's identity and basic contact information.
A complete roadmap of the initial setup process, from company profile to admin user creation.
Configure alerts for important business events.
Default GL accounts for revenue, expenses, tax, and discounts.
Configure automatic numbering prefixes and formats for each document type.
Control notification sounds, alerts, and audio feedback.
Choose your display language and date format.
Customize colors, fonts, and visual style for your workspace.
Default accounts, inventory, document numbering, and operational rules.
Your legal name, logo, contacts, and business identity.
Quick answers to common questions about settings configuration.
Define measurement units for your products (kg, litre, metre, piece, etc.).
Configure when your company's financial year begins for accounting and reporting.
Turn on optional modules to unlock advanced functionality for your business needs.
Define conversion rates between your currencies so multi-currency transactions calculate correctly.
Common questions about setting up and using multiple currencies in Usystems.
Set up additional currencies so you can record transactions in multiple denominations.
Create separate business locations with their own inventory and accounting records.