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Setting Up Your Company Information

The Metro ERP Accounting dashboard provides a convenient starting point for configuring your company profile. To begin, locate the "Company Data" section within the initial setup steps. Here, you'll be able to enter essential details that identify your business, including


Don't See the Initial Setup Wizard? No Problem!

The user guide you provided an image for showcases the initial setup wizard, which streamlines company information entry. If this wizard isn't readily available on your dashboard, fret not! You can still configure your company profile by following these simple steps:

1. Navigate to the Dashboard click on Setting.


By following these steps, you'll gain access to the same company information setup features, regardless of the initial setup wizard's presence.

The user is able to enable Accounting Onboarding panel from the company view page.

Highlighted Section: Onboarding Setting

This section is where onboarding for various modules (Accounting, Sales, and Purchase) is configured.

  1. Fields in the Onboarding Setting Tab:

    • Accounting Onboarding: This dropdown allows you to mark whether the accounting onboarding process is completed. Options visible are:
      • Not done: Indicates the onboarding process hasn’t started or completed.
    • Sales Onboarding: Similar to Accounting Onboarding, this indicates the onboarding status for the Sales module.
    • Purchase Onboarding: Represents the onboarding status for the Purchase module. The dropdown options are the same as the above fields.

  2. Buttons:

    • Save: Saves the settings changes made on this page.
    • Discard: Discards any unsaved changes.

 

To get more details how to setup Setting Up Your Company Information in Metro ERP, please do contact us at  support@metrogroup.solutions