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Foundational Setup

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Foundational Setup provides the essential frameworks, tools, and best practices for establishing a strong financial foundation. These resources help create consistency, improve financial organization, and support accurate financial management across the business.

Resources

  • TF-100-G

    Guide

    Chart of Accounts

    The chart of accounts groups similar transactions into general or specific categories. Accounts are usually grouped into categories, such as assets, liabilities, equity, revenue and expenses.
    Recommended first step
    Start with the guide

  • TF-100-S

    Sample

    Chart of Accounts Sample

    A sample chart of accounts that demonstrates how to organize financial accounts for consistent bookkeeping and reporting. Use this resource as a reference when building or refining your company’s financial structure.
    View the sample

  • TF-115-T

    Template

    Invoice Grouping Report Instructions - Report Writer

    A practical template for creating and configuring invoice grouping reports using Report Writer. Use this resource to organize invoice data, improve reporting accuracy, and create consistent financial reports.
    Use the template