Chart of accounts and fiscal setup
Organize account references and available country fiscal content before recording transactions, so operational documents have an appropriate accounting destination.
Start with the accounting structure
Products, expenses, inventory valuation and tax workflows depend on correct account references. Review the chart of accounts with your accountant before mapping transactions or enabling automation. Account type, classification and hierarchy determine how the resulting data can be understood in financial statements and account-level reports.
Use available fiscal content as a starting point
Available country packs can provide account or tax configuration appropriate to supported workflows. Native-company bootstrap and connected-company fiscal setup are different paths, and an existing company's books are not automatically replaced with a generic chart. Review mappings, custom accounts and country coverage before adopting a package.
What to know before you start
A fiscal package is not a guarantee that every local filing or accounting policy is covered. Existing books and custom mappings need a deliberate review before configuration changes.
Practical questions
Will setup replace my existing chart automatically?
Do not assume that. Existing-company and new native-company paths differ; agree the intended changes before proceeding.
Are fiscal packs identical for every country?
No. Account and tax content varies by country and supported feature. Confirm the relevant package rather than inferring coverage from a country name.
Continue the workflow
VAT codes and fiscal mapping
Use the appropriate sales or purchase tax codes and available fiscal mappings so documents, electronic invoices and VAT reports share a coherent tax classification.
Account ledgers
Inspect debit and credit activity for selected accounts and periods, with document references and supported account-by-account legal-format output.
Balance sheet and profit and loss
Review the company's financial position and period results using available statement reports, with account classifications and source transactions behind the totals.