BNP | Setup Bookkeeping

In order to begin bookkeeping some setup is required.

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Setup Facility

1. Navigate to Setting -> Setup -> Facility.

2. Click Add.

3. Enter Facility information.

4. Click Save.

Setup Vendor

1. Navigate to Vendor -> Vendor Accounts.

2. Click Add Vendor.

3. Enter Vendor information.

This includes several categories of information:

• Basic Information (required).
• Address (required).
• Contract (required)
• Additional Information (optional).
• Payment Information (required).
• File
• Insurance
• Notes

4. Click Save.

Setup Customer

1. Navigate to Customer -> Customer Accounts.

2. Click Add New Account.

3. Enter Customer information.

This includes several categories of information:

• Basic Information (required).
• Address (required).
• Contract (required).
• Billing Rule (optional).
• Billing Code Design (optional).
• Dynamic Reference Field (optional).
• Financial (required).
• Ratings/Billing (optional).
• Notes
• File
• Balance
• View Mapping
• View Change Code
• Reference
• Other
• Attributes
• Deals
• Questionnaire

4. Click Save.

Import Invoices

1. Navigate to Billing -> Billing Setup -> Invoice Import.

2. Download Accounts Receivable (AR) Header Upload Template.

3. Download Accounts Receivable (AR) Item Upload Template.

4. Fill out template with invoice information.

5. Upload template to Invoice Import.