In order to begin bookkeeping some setup is required.
Setup Facility
1. Navigate to Setting -> Setup -> Facility.
2. Click Add.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/6602037838c49dbc532ff97d_2024-03-25%2015_59_35-Facility.png)
3. Enter Facility information.
4. Click Save.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660203b15eab650cbdc24f74_2024-03-25%2016_06_45-Facility.png)
Setup Vendor
1. Navigate to Vendor -> Vendor Accounts.
2. Click Add Vendor.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66020488661187e9c5fea183_2024-03-25%2016_10_03-Vendor%20Accounts.png)
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.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660204c9556032426f8d777e_2024-03-25%2016_11_21-Basic%20Information.png)
Setup Customer
1. Navigate to Customer -> Customer Accounts.
2. Click Add New Account.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660303919fb51f2ceb3dfbef_2024-03-26%2010_03_01-Customer%20Accounts.png)
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.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/660303a3b09bdcbfaffedada_2024-03-26%2010_03_47-Basic%20Information.png)
Import Invoices
1. Navigate to Billing -> Billing Setup -> Invoice Import.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035691ee3fe8eedf2bad3a_2024-03-26%2016_11_38-Invoice%20Import.png)
2. Download Accounts Receivable (AR) Header Upload Template.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035819faa7a47138feffa9_2024-03-26%2016_19_24-Trinium-AR%20Header%20Upload%20Template%20(1).csv%20-%20Excel.png)
3. Download Accounts Receivable (AR) Item Upload Template.
![](https://cdn.prod.website-files.com/656a2fae21236d39b5805a4d/66035875fd04e6187159dcfe_2024-03-26%2016_20_55-Trinium-AR%20Item%20Upload%20Template.csv%20-%20Excel.png)