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Results for “wizard” — 11 results

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FAQ: Wizard Steps

Answers to common questions about completing the setup wizard.

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Setup wizard overview: the six steps

A complete roadmap of the initial setup process, from company profile to admin user creation.

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Step 5 — Opening balances and trial balance validation

Enter historical account balances as of your go-live date and verify they balance.

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Working with multiple branches

Enable and organize locations as your business expands.

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Step 4 — Adding your first products and services

Create the items that will populate your sales and purchase forms.

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Step 2 — Business configuration: industry and product type

Choose your industry type and accounting variant to match your business model.

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Step 3 — Accounting structure: required accounts

Review and confirm the chart of accounts created for your business type.

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Step 1 — Company profile: name, logo, address and contact details

Enter your company's identity and basic contact information.

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Installing the print agent

Set up the print agent software on your company network machine to enable printing from Usystems.

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Configuring printers in the print agent

Add and configure printers to the print agent so they are available for printing from Usystems.

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Step 6 — Creating the admin user and default roles

Set up your first full-access admin account and assign permission groups to your team.

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Atlas MVP v1Support: support@usystems