Accounting settings in Zyntra OS, step by step

Where

Accounting › Settings

Who

People whose role may see the accounting settings.

The screen is one long page. From top to bottom:

Accounting settings: the top of the page, How your books behave

Part	What it holds
How your books behave	The ten questions the set-up asks a company, each with its answers as buttons: where the books start, how the cost of stock is followed, which exchange rate is used, where rounding is done, when a cheque reaches the books, how a discount shows, and more. Under every question a line says whether it can still be changed. While a company has unanswered questions nothing is posted for it: press the link to continue setting up. See Set up a company's books.
Your history	How many documents are not on the ledger yet, per Module: Documents, On the ledger, Not sent and State. Check before posting tries the posting without writing it and lists any difference. Post them now posts the recorded events that are waiting.
Where each event lands	Every event the system posts, in groups, with the accounts it debits and credits. Press Edit on a row to change its accounts. Below it: the account each Payment mode names and the accounts each Tax rate names On sales, On purchases and On expenses.
How each company costs its inventory	Each Company with its Method, perpetual or periodic, and What a purchase invoice will post. Press Choose the method while nothing has posted yet.
What each expense category debits	Each Category with the account it debits. A category that names none falls to General expenses, and the screen counts them.
How the books post	Values for every company, or for one: press Change company to give one company its own. The switch An issued invoice may be changed before a payment is recorded is here. Press Save.
Banking rules	Rules that read each statement line as it comes in and suggest what it is. + Rule adds one; Show archived rules brings back the ones put away.
Financial year	The first month of the company's financial year.
Income statement modifications	Your own lines on the income statement, each worked out from accounts. A switch puts them on the company's income statement; Add a line adds one.
Account types	The types the company's accounts are sorted under: each Type with its Class, its Cash-flow section and its Detail types.

The last four parts belong to one company: choose one company in the company switcher of the top bar to see and set them. When you work in one company only, they are always shown.