Setting up accounting integration
Posted by Cameron Telfer, Last modified by Nyree Tomkins on 27 November 2018 10:03 AM
Storman only supports accrual method of accounting. It does not support cash accounting method.
This article refers to accounting terminology and requires setup in both Storman & your accounting software. You may wish to have your accountant on hand during the setup process.
This article assumes that you already have accounting software setup with your account information & General Ledger. Please seek advice from your accountant for correct accounting software setup procedures.
Overview of steps:
Begin by navigating to system setup under the maintenance menu.
Under the Accounting tab select the Accounting method to use and select what software you will be exporting to.
Next you will need to set the GL Codes for all charges. This is done under Analysis codes, which can be found under the maintenance menu. (More on setting up Analysis codes can be found here)
Lastly you will need to create your Storman Chart of Accounts. This is done in Chart of Accounts under the Accounting menu.
Note: For Xero accounting Exports use: