Before you start, follow the basic startup procedures for General Ledger.

• Draft your chart of accounts and account headings.
• Configure the General Ledger defaults.
• Set up your Bank Accounts. You must set up at least one Bank Account before posting transactions.
• Set up your Funds.
• Set up your Departments, Committees, Areas, and Projects as necessary.
• Set up your Transaction Sources.
• If you do not have Accounts Payable or Payroll, add Payees.
• Enter your Chart of Accounts.
• Enter your Budget.
• Enter Beginning Balances.

We recommend that you make a backup of your ACS financial data before entering transactions for the first time.