GuidesGetting started
Getting started with Hexabooks
What happens after you book a demo, and the order in which most businesses set things up.
· 1 min read · Hexabooks
Hexabooks is set up for you by our team. This guide explains what happens, and the order that works for most businesses.
What our team does
After a demo, we create your company and bring in your opening data. There is no self sign-up. You tell us how your business works, and we set up the apps you need.
Choose your apps
Apps are switched on for each company, so you can start with a few and add more as you grow. Most businesses begin with Accounting, Sales and Purchase, and add Inventory, HR and payroll, and Tax and IRD when they are ready.
Set up in this order
Start with the chart of accounts: the groups and ledger accounts everything posts to. Then add your items, units and locations. Then add your customers and suppliers. Last, set up tax schemes and your first voucher numbering.
Give your team the right access
Set up roles and permissions so each person sees only what they need. Switch on approvals where you want a second pair of eyes, such as on invoices and journals. A history of changes shows who did what.
Start small
Record a few real transactions, read the day book and the trial balance, and check they match what you expect. Then move your whole team over.
Keep reading
- Inventory
· 1 min read
A guide to stock: items, units, batches and locations
How the stock parts fit together, and how to set them up so your reports stay clear.
See Hexabooks with your own numbers
Tell us about your business. We will show you the modules you need, and set up your company at no cost.