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Set up your chart of accounts, vendors, stores, and items.

Auto-Serialize Item Number by Item Group

Automatically generate the next available item number based on the selected item group’s last item. 💡 Business Value This enhancement eliminates manual tracking of item numbers and helps ensure con...

Clone an Account

Copy the setup of an existing account into a new account form, then enter a new account number and save.

Financial Setup History

See who changed the Financial Setup screen, when, and what they changed.

How do I add a new account to my chart of accounts?

This article is to help you understand how your general ledger works and how to add a new account to your chart in respect to the account groups & families. Your Chart of Accounts consists of 2 lev...

How do I add a new vendor to the system?

There are 2 methods to add a vendor to your chart of accounts with each method comes it's own benefit. Link Vendor to a single Account with type "Liabilities": This is the easier method wherein eac...

How to Restrict Item Usage by Division in Purchasing and Inventory?

You can now link items to specific divisions to control who can use them in inventory and purchasing screens. This ensures that only authorized departments can access and transact with certain item...

Inventory Stores — Divisions, Items and Store Account

Link stores to divisions so each user sees only their stores, link items to stores, and stop the store account changing after transactions post.

Kwentra and SUN Integration - Mapping

This article is to help you understand how to pass the income numbers and journal vouchers created by kwentra Front Office/Point of Sale and Import them directly into SunAccounts. The first step is...

What is the JV Code?

The Journal Voucher (JV) code is a serialization Kwentra uses to organize and identify the financial transactions created in the Back Office.