How to maintain the Department Structure
This video illustrates how to use the Department Maintenance feature to add, modify or delete the department in the Department structure
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How can I add, rename, or delete an account?
To maintain your chart of account, you can use the Account Maintenance menu, which is available from the Admin tab. Please refer to this Account Maintenance wiki to maintain your chart of account.
Clearing Trial Balance
This video showing you how to clear the invalid Trial Balance Data, which might be imported to the incorrect period/department by mistake.
Using a Common Chart of Accounts (CCA)
If your Rapidstart Forecast involves multiple entities, or you have one entity but the chart of accounts is too detailed for your forecasting and reporting purposes, you may want to consider utilising a Common Chart of Accounts for this purpose. A ...