Deployment: prerequisites and overview
Deployment: prerequisites and overview
This section brings together the setup of the Accounts module: company and account registration, trial balance reading, approval rules, and reports. Part of it is defined during the initial deployment, with support from the Dattos support team, and company and account registration is updated whenever your accounting structure changes. This first article covers the prerequisites and how the setup is done.
Prerequisites
Active module in the environment: the Accounts module needs to be enabled in the environment, which is done by the Dattos support team. For new customers, it is already active.
Platform version: version 14.8 or later is recommended.
How the setup is done
The module setup is done via Process, using the ready-made models (XDTTs) from the gallery. Company and account registration, the trial balance, entries, and responsible parties are all added through processes, each one starting from a ready-made model. The step-by-step instructions are in the article "Deployment via Process".
Reports are the exception: they use the CLOSE-REPORT configuration package, where your company logo is added. This is covered in the article "Reports and customer logo".
Where to continue
Company and account registration.
Trial balance configuration.
Deployment via Process.