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AR Setup Steps	Description	Help Manual	Tutorial Video	Templates / Docs	Customer Est. Time	Consulting Est. Time
1) Create The Account Structure and Account Groups	The account Structure setup defines the format of the chart of accounts. iRely is initially installed with a base chart of accounts. The recommended account structure is 4 Primary and 2 Profit Center: Ex: XXXX-XX or 4856-01 (Primary -Profit Center). iRely recommends using the base chart of accounts installed with the software.	1) Account Structure Help 2) Account Groups and Subgroups	1) Account Structure Tutorial 2) How To Add Account Groups and Subgroups		Set Up Customers	In order to use AR, customers need to be entered and set up in the system.	...	...	...	1 hr for Import 2-8+ Hours for Setup 10-30 Min	As needed
2) Segment - Primary (Import)	The Primary account is the account number and name used to identify each account. These accounts are created through the segment Primary Segment.	1) How To Add Segment Accounts 2) How To Import Primary Accounts to an Existing Template	How To Add Segment Accounts	Chart of Accounts Template	Set Up Items	AR activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing	...	...	...	1 hr 1 Hour for Import 2-8+ Hours for Account DefinitionSetup	As needed
3) Segment - Profit Center	Profit centers allow a way to divide primary accounts into various reporting groups. Common profit center classifications may include: location, business line, business segment, product, etc.	Segment Help	Segment Tutorial		Set Up Pricing	Pricing is set up primarily in Item Setup. If Special Pricing is active, set up can take place in Customer as well.	...	...	...	1-8+ hrs10-45 Min	As needed
4) Build Accounts	Build accounts is the process used to combine the primary segment and the profit center segment. The two segments are combined to create the chart of accounts.	Build Accounts Help	Set Up Taxing	Taxing is set up primarily in the common info section. Once taxing is setup, taxes are established for each item, and special taxing circumstances can be assigned to specific customers	...	...Build Accounts Tutorial		1-2 Hours8+ hrs	As needed
5) Create Fiscal Year	Fiscal Year defines your year of operations from a financial perspective	Create Fiscal Year Create Fiscal Year Periods	Import Beginning So/Invoice Activity or Create Manual Entries	Current active AR/SO activity should either be imported or manually entered into the system	...	...Create Fiscal Year and Periods	10	-30 Min1-8+ hrs	As needed
6) Import Beginning Balances orCreate Manual EntriesTraining on AR/SO		How To Import GL from CSV	Import GL from CSV Tutorial	Import GL from CSV Template	4 Hours	...	...	...	1-4 hrs	As neededOptional 2-8 hours per year of historic data

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