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Getting Started With Cloud Accounts

Having opened up the package you will be presented with the overview page. A quick read of this will suffice and the page can be hidden when you wish see – https://help.prelude.software/knowledge-base/accounts-overview/

Before you start please consider how the system is to be used-

  • Is the company VAT registered and have they signed up for MTD?
  • Do you have all the company details and a logo?
  • What is the accounting year?
  • What type of company is it? – The chart of accounts is set up for a limited company but you can easily change the codes and descriptions to produce accounts for sole traders and partnerships, you can also add as many codes as you like within the groups.
  • You can choose a colour for invoicing and set parameters for dealing with customers and suppliers.

Essentially, work through the config section and refer to the comprehensive help file when you need to – https://help.prelude.software/knowledge-base/support-and-links-menus/

If you are an Accountant with multiple clients please refer to the sections on Client Manager – https://help.prelude.software/knowledge-base/client-manager/ Also consider branding the site with your brand – see https://help.prelude.software/knowledge-base/personalisation/