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AR Setup Steps	Description	Help Manual	Tutorial Video	Templates / Docs	Customer Est. Time	Consulting Est. Time
Set Up Terms
Set Up Service Charges
Set Up Salesperson
Set Up Taxes
1) Set Up Customers	In order to use Sales Processing, customers need to be entered and set up in the system.	Customer Entity	...	...	1 hr for Import 2-40+ Hours for Setup	As needed
2) Set Up Items	Sales activity is focused around item. Items determine the gl accounts, inventory impact, pricing, etc. when invoicing	TBD	...	...	1 hr for Import 2-40+ Hours for Setup	As needed
3) Set Up Pricing	Pricing is set up primarily in Item Setup. If Special Pricing is active, set up can take place in the Customer Pricing Tab as well.	TBD	...	...	1-8+ hrs	As needed
4) 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/exemption circumstances can be assigned to specific customers.	TBD	...	...	2-40+ hrs	As needed
5) Import Beginning So/Invoice Activity or Create Manual Entries	If requested, current open AR/SO activity should either be imported or manually entered into the system.	How to Import Invoices from Origin	...	...	1-40+ hrs	As needed
6) Training on AR/SO/Payments	Training on the actual transnational activities	...	...	...	1-4+ hrs	As needed
7) Reporting	Setup and training of AR Reporting	...	...	...	1-4+ hrs	As needed
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		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	1 Hour for Import 2-8 Hours for Account Definition	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		10-45 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	Build Accounts Tutorial		1-2 Hours	As needed
5) Create Fiscal Year	Fiscal Year defines your year of operations from a financial perspective	Create Fiscal Year Create Fiscal Year Periods	Create Fiscal Year and Periods		10-30 Min	As needed
6) Import Beginning Balances or Create Manual Entries		How To Import GL from CSV	Import GL from CSV Tutorial	Import GL from CSV Template	4 Hours	Optional 2-8 hours per year of historic data

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