{"id":225,"date":"2023-09-16T11:05:06","date_gmt":"2023-09-16T11:05:06","guid":{"rendered":"https:\/\/community.cloudby.co\/guide\/en\/accounting%20guide\/getting-started"},"modified":"2024-03-07T08:03:02","modified_gmt":"2024-03-07T08:03:02","slug":"getting-started","status":"publish","type":"page","link":"http:\/\/community.cloudby.co\/knowledge\/guide\/en\/accounting-accountant\/getting-started\/","title":{"rendered":"Getting Started"},"content":{"rendered":"

Getting Started<\/h1>\n
Welcome to the Accounting Starter Guide for Accountants. This user guide takes you through setting up, daily operations, reporting, system administration, and some advanced customization.<\/div>\n
If you’re new to this, the guide offers a straightforward step-by-step journey to help you get started. Just follow the steps in order, and you’ll be on your way.<\/div>\n
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Creating a New Organisation<\/h2>\n\n\n\n\n
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Signing In user account<\/h3>\n
To start creating a new organisation, your first step is to get a registration link. If you already have one, simply use it. If not, you can use the following link: https:\/\/sandbox.cloudby.co\/register\/starter\/enroll?solution=AC<\/a><\/u><\/font><\/div>\n
1.<\/span>Open a browser with the registration link<\/div>\n
2.<\/span>Sign in<\/b> with your existing account or Create<\/b> a new user account<\/div>\n
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Note:<\/b><\/font><\/div>\n
<\/b>With a user account, you may be part of many organisations, and also own multiple organisations.<\/font><\/font><\/div>\n<\/td>\n

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Choosing Solutions<\/h3>\n
1.<\/span>Already have an existing organisation (optional)<\/i><\/div>\n
<\/i>If you’re already associated with an existing organisation, a list of organisations will be displayed. In this case, choose <\/font>Create New Organisation<\/font><\/b>.<\/font><\/div>\n
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2.<\/span>Selecting Solutions (optional)<\/i><\/div>\n
<\/i>If there are multiple solutions available for selection, pick the <\/font>Accounting Fullset<\/font><\/b> solution. You can choose more solutions if needed, but please note that this guide focuses only on the accounting aspect.<\/font><\/div>\n
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3.<\/span>Agree to Terms of Service<\/div>\n<\/td>\n

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Your Organisation Details<\/h3>\n
1.<\/span>Enter your business Brand Name<\/b> and Company Country<\/b>.<\/div>\n
2.<\/span>Expand more details<\/b>.<\/div>\n
3.<\/span>Enter the extra company details.<\/div>\n
4.<\/span>Proceed next<\/b> to create your organisation.<\/div>\n
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After the welcome message, you’ll be directed to the dashboard. Your organisation has now been successfully created, and you’re ready to kickstart the Setup Process<\/a><\/u><\/font><\/div>\n<\/td>\n

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<\/div \n\n","protected":false},"excerpt":{"rendered":"

Getting Started Welcome to the Accounting Starter Guide for Accountants. This user guide takes you through setting up, daily operations, reporting, system administration, and some advanced customization. If you’re new to this, the guide offers a straightforward step-by-step journey to help you get started. Just follow the steps in order, and you’ll be on your […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":224,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"guide.php","meta":{"_wp_rev_ctl_limit":""},"categories":[22,6],"tags":[24,9,23],"_links":{"self":[{"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/pages\/225"}],"collection":[{"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/comments?post=225"}],"version-history":[{"count":9,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/pages\/225\/revisions"}],"predecessor-version":[{"id":292,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/pages\/225\/revisions\/292"}],"up":[{"embeddable":true,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/pages\/224"}],"wp:attachment":[{"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/media?parent=225"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/categories?post=225"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/community.cloudby.co\/knowledge\/wp-json\/wp\/v2\/tags?post=225"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}