Setup Wizard helps you to onboard new accounts quickly and efficiently. From Company Info to enabling features and setting up the Chart of Accounts, this tool eliminates the tedious task of navigating from setting to setting, saving you valuable time.

We’ve made some recent enhancements to this tool that we would like to showcase in this edition of Product Perks. The attached video outlines the Setup Wizard process and enhancements, some of which include:

• Setup Delegation - create a new Admin user that will complete the Setup Wizard (instead of the Subscription Owner doing it). Available now and more details on this in our December Product Perks!

• A new progress Dashboard showing which tasks are complete, and which ones are not.

• New feature to copy debit and credit opening balances to all Chart of Accounts.

• Quickly make edits to pages from the Summary page, and seamlessly return.

• New Last Page that is full of needed information, and quick links to other great features of the software.

• Enable a Help user to assist you whenever you need it.

• The ability to stop and re-start the wizard where you left off.

• A more streamlined feature selection experience.