Short bite-sized tutorials
It’s all in the preparation….
Ensuring that your nettTracker company file is configured correctly will save a lot of time in the long term. Reviewing your settings carefully will help ensure that your nettTracker company file works as expected.
1.1 - New company
Create a company file, review initial settings and connect to accounting software provider.
1.2 - Settings: General company options
Review general options including:- journal defaults, numbering, provider tracking options, and ability to reset/delete company.
1.3 - Adding users
Add user company file, and provide access rights to the ‘organisation’ including ability to add other users and update billing details.
1.4 - Company settings: Financial Year
Review and update your default financial year. The ‘Financial year’ can be shortened or extended.
1.5 - Company settings: Accounting provider
Review the connection to the current accounting software provider, and switch if required.
1.6 - Company Settings: Nominal Accounts
General ledger (chart of accounts) synched with accounting software. Can also be created manually, or imported via Excel.
1.7 - Company Settings: Asset Register
Review the company settings that are specific to the Fixed Asset Register. This includes, Asset Groups, Depreciation Rules, Tax Depreciation, and Automation Settings.
1.8 - Company Settings: Accruals / Prepayments
Before creating any prepayments or accruals, some very basic settings need to be in place first. This short video, explains the settings that need to be checked.