How to create accounts with UFIDA financial software? UFIDA financial software account creation tutorial

Author: Ai Xiaomo Date: 2018-01-17

1. Double-click the "System Management" icon on the desktop and enter "admin" in the user name to enter system management.

2. Click "Account Set" on the menu bar and select "Create"

3. Enter the account number, name, path and accounting period and click Next. Note: the account number and the account number of the saved account cannot be duplicated.

4. Enter the unit name (note that the unit name is required)

5. Select the company type, industry nature, and account manager, and click Next

6.Select the following options as needed

7. Choose the business process of the enterprise: It is generally recommended to choose the standard process [The difference between the standard process and the optimized process: 1. Procurement: The optimized process fills in the purchase receipt form to automatically generate an invoice and review it to generate accounts payable. The standard process purchase invoice needs to be filled in manually. Then proceed to purchase settlement. 2. Sales: Optimize the process to fill in the invoice, automatically generate a sales invoice for review and generate a sales outbound order. The standard process requires manual filling of the sales invoice. 】

8. Click Finish after selecting

9. Coding scheme, the subject coding level is generally increased to level 3. Generally, the coding level of the second and third level subjects is entered as 2. The coding of the level 3 accounting subjects is the first 4 digits of XXXX-XX-XX. It is a level 1 subject, the middle two digits are level 2 subjects, and the last two digits are level 3 subjects. For example: the subject code of the level 3 subject of cash on hand is: 10010101

10. Set the data precision. Generally, 2 is enough, which means that the number of decimal places for each parameter in the software is 2.

11. Activate the account set

12.Depending on purchased modules

Note: You do not need to check the unpurchased modules. If you check them, there will be problems in accounting later. If it is a trial, you can check them all.

13. Select the time to enable the module, which is the time to create accounts. For example, if a company starts using the software for accounting in August 2014, select August 2014.

14. Finally, use the account manager username selected in step 6 to log in to the software to do accounting.

That's itUFIDA financial softwareTutorial on how to create an account, moreUFIDA financial softwarePlease go to the software related tutorialsHuajun Software Park software tutorial area!

How to create accounts with UFIDA financial software? UFIDA financial software account creation tutorial

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