🧾 Document Types and Related Lists
This section is where you define the basic document types, which share common parameters such as:
document series,
accounting posting,
cost centers,
VAT breakdown,
currency.
Correctly configuring document types will significantly simplify document creation – with the right setup of document types in combination with company groups and product groups, you will almost never need to fill in accounting details manually (99.99% of documents).
🏦 List of Bank Accounts (Including Online Banking)
Each bank account should have its own document series.
Can be added at any time:
🧭 Money → List of Bank Accounts (in the side navigation or menu).For a detailed description, see the article Bank Accounts.
💶 List of Cash Registers (in Domestic and Foreign Currency)
Each cash register has its own dedicated document series.
Can be added at any time:
🧭 Money → List of Cash Registers.More information in the article Cash Register.
📦 List of Warehouses
Warehouse management is available via:
🧭 Goods → List of Warehouses.More details in the article Warehouses.
🧮 Internal Document Types
Setup:
🧭 Accounting → Document Types → Internal Document TypesDescribed in detail in the article Internal Document Types.
🧾 Issued Invoice Types
Setup:
🧭 Sales → Document Types → Issued Invoice TypesMore in the article Issued Invoice Types.
📥 Received Invoice Types
Setup:
🧭 Purchase → Document Types → Received Invoice Types.More in the article Received Invoice Types.
💸 Receivable Types
Setup:
🧭 Accounting → Document Types→ Other Receivable Types.More in the article Other Receivable Types.
💼 Liability Types
Setup:
🧭 Accounting → Document Types → Other Liability Types.More in the article Other Liability Types.
🏠 Asset Types
Setup:
🧭 Assets → Types → Asset TypesMore in the article Asset Type
🚗 Lease Types
Setup:
🧭 Assets → Types → Lease TypesMore in the article Lease Type.
⚙️ Wizard Navigation
🔙 "Previous" button – returns to the previous dialog.
⏭️ "Next" button – moves to the next step of the wizard.
❌ "Cancel" button – cancels the entire company setup and returns you to the beginning of creating a new company.