Unit 3: Before your beginning balance date - Setup

After experimenting with sample data to learn how to use Ajera, you are ready to enter your firm's information into your Ajera database.

To set up your firm in Ajera, you will enter set up information for:

• Your company
• Payroll
• Clients, employees, and vendors

In this unit

Lesson 1: Key concepts

Lesson 2: Chart of accounts and departments

Lesson 3: Company preferences

Lesson 4: Bank accounts

Lesson 5: Activities

Lesson 6: Projects and billing

Lesson 7: Security

Lesson 8: Payroll

Lesson 9: Overhead groups

Lesson 10: Clients

Lesson 11: Employees

Lesson 12: Vendors