NOTE: Times are estimated and could vary up or down based on complexity.
AP Setup Steps | Description | Module | Help Manual | Tutorial Video | Templates / Docs | Customer Est. Time | Consulting Est. Time |
---|---|---|---|---|---|---|---|
Setup company location | CI | ||||||
1) | Ensure Cash Account is Setup | CM | |||||
2) | Setup Payment methods | CI | |||||
3) | Setup terms | CI | |||||
4) | Setup GL account with Account Category of Accounts Payable | CI | |||||
5) | Setup Freight terms | CI | |||||
Setup Account with Category of cash account (account group in 15.1 - category in 15.2 and forward) |
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