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Your setup checklist (start here)

The recommended order when you prepare Sapera for operation.

Before you sell the first item, there are a handful of things worth getting in place in the right order. A good setup from the start saves you cleanup and errors later.

The order we recommend

  1. Chart of accounts — the foundation of the entire accounts.

  2. Finance setup — VAT and posting rules, before you post anything.

  3. Product register setup — categories that drive inventory, accounts and reports.

  4. Inventory method — choose the method before you start keeping stock.

  5. Customers and suppliers — registers and categories.

  6. Prices and discounts — the base model for pricing.

  7. Users and access — who may do what.

  8. Integrations — webshop, payment and bank, once the rest is in place.

Each item has its own article here in "Prepare your solution" that explains *why* it matters and links on to the detailed guide.

The first items — especially the chart of accounts and finance setup — have a big impact on your accounts. If in doubt, do them together with your consultant or accountant. It is easier to get right from the start than to correct afterwards.

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