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How to setup a New Set of Books in Phoenix Financials

Dates and Times

Thu 18 Apr 2019
11:00am-12:00pm Australia/Brisbane



Setup a New set of books in Phoenix Financials:

If you are new to Phoenix or would like to refresh your memory on how to setup a new set of books for Phoenix Financials this webinar will cover all you need to know.

Setup Wizard

  • Company Setup
  • First Period

Account Setup

  • Different Types of Accounts: Reconciled, Customer and Supplier, Asset and Liability & Physical

GST Tracking Setup

  • Cash or Accruals setup

Category Setup

  • Setup new categories
  • How to use default/example data categories

Enterprise Setup

  • What are Enterprises
  • Different adaptions for reporting needs

Card File

  • Setup new Card File entry
  • How to enter new Card File whilst entering transactions

***This Webinar is for current subscribers only***

***Recordings will be available to current subscribers under the Video Tutorial link below the Help tab in Phoenix***

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    Total Cost: $0.00 AUD inc GST

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