Quick Guide to Get Started


Step 1, for anyone

Go to My Company -> Settings -> Company Profile and then Go to Company Logo to add your company logo

Go to Document Template to add your company details

Go to Money -> Bank Accounts to add a bank account.

Go to Money -> Cash Accounts to add a cash account (Optionally).


Step 2, if you have inventory

Go to Warehouse -> Warehouses to create a new warehouse.

Step 2, if you are a service company

Go to My Company -> Settings -> Sales/Purchases -> Document/Operation Types to change a default operation type to "Selling Services" or "Other Income".


Step 3, if you need to change your PayTraq default settings

Go to My Company -> Settings to change anything you need in the system default settings, update your chart of accounts and tax keys, customize PDF layouts or add additional currencies, new client groups, product or price groups.


Step 4, if you have opening balances

Go to My Company -> Settings -> Opening Balances to add opening balances, outstanding invoices, unpaid bills and inventory.


Step 5, if you need to import data from your old program

If you have an existing data such as clients, suppliers, products or price lists you can quickly and easily import it to PayTraq (see  "Data Import").

All set up and ready for work.

You can start now!

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