Per Site - Add Smtp settings for the Email Tag functionality (Site Configuration>General)
- Switch on Suggest (Suggest Configuration>General)
- Specify a Network user to import Bank Statements if you don't want to use the Process Service user. This user needs suitable permissions to read and write to the folder (Site Configuration>General)
- Add any other Site Admins (Admin>Users)
Per Domain Group - Add your Domains
- Specify the Domain Group Bank Statement Import Folder
- Configure User Groups
- Add Users
- Add Domain Group specific Schedules
Per Domain - Add your accounts
- Configure a VAT Rate
- Add GL Accounts
- Configure Batch Types
- Configure Cashbook Transaction Types
- Configure your Domain Settings
- Configure Import Definitions and Mappings
- Configure Cashbook Transfer Rules
- Add Recon Rules
- Configure General Ledger Export Definitions
- Specify Accounting Periods if you need something other than a month (otherwise Bank Recon will create the period when needed)
- Add Domain specific schedules
Per Account - Add Journal Rules
- Configure Import Translations
- Configure Bank Import Enrichments
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