Customizing Ajera for your firm

Overview

Now is the time to customize Ajera so that it's easy for you to work with every day. Get advice from your consultant about what you should customize before your beginning balance date and what can wait until after that date. Test and revise your customized setups, as needed.

Follow a work plan

Make a list of all your tasks and ensure they are set up in Ajera.

For example, you may need to:

• Create custom fields.
• Set up recurring journal entries or recurring vendor invoices.
• Re-create your firm's client invoice designs using the invoice formats.
• Re-create your firm's financial statement designs.
• unavailable in ajeraCore - Set up consultant and expense commitments.