How to Create a Company & Basic Configurations in RealBooks?

To Create a GST Unregistered Creditor Ledger in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to Masters > Account > Ledger > Create
• Input the required details and set ledger category as party
• Select the GST registration as ‘Unregistered’ in the ‘Party info’ tab
• Fill in the rest of the details
• Click on Save

To Create a GST Registered Creditor Ledger in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to Masters > Accounts > Ledger > Create
• Input the required details and set the ledger category as party
• Select the GST registration as ‘Registered’ in the ‘Party info’ tab
• After adding the necessary details, click on save

To create a segment in RealBooks, follow the steps given below;

• Open your RealBooks account
• Navigate to Masters > Account > Segment > Create
• Input the required details
• Disable the toggle next to the ‘Allow Sub Segment’ option
• Add the details in each tab
• Click on save

To Create an Approval Workflow in RealBooks, follow the steps given below:

• Open your RealBooks account
• Navigate to masters > Account > Approval Workflow > Create
• Input the required details including the approver hierarchy
• Click on save