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Rapid Setup Steps

Overview

The GoldFinch Setup app can be used to quickly set up GoldFinch for Production use. For more complicated installations, you can choose to set up and test in a sandbox UAT instance before setting up in the Production instance. After you install GoldFinch, all the basic configurations of the system are set up by a post-install script. You will need to review and update setups with your company-specific data.

Overview Video

https://vimeo.com/540286664?share=copy

Training Video

https://www.youtube.com/watch?v=WMFI1e12H_o

Table of Contents

1) Update Company Setup
2) Update Warehouses and Bins
3) Setup GL Accounts
4) Update Numbering Series
5) Update Currency Codes
6) Setup Payment Terms
7) Setup Customer/Vendor Accounts
8) Setup Items
9) Setup Users
10) Enter or Import Beginning Balances

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