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Reach is the only Accounting Software which is customised to suit 18 different business end to end.

Chapter 2 | Setting up

Learning Objectives:

Creating the Account

  • Creating an Organisation
  • Creating a Branch
  • Creating a Financial year
  • Downloading the desktop icon
  • Downloading the mobile app

Setting up the Account

  • Templates
  • E-mails and sms

Customisiation

  • Menu
  • Tabs
  • Invoice design

Practicals

  • Download the mobile app
  • Try customizing the menu and tabs
  • Set-up email templates

Test

Take a quick 10 question test to evaluate how well you have understood the concepts


Setting up your Account

Setting up your Account involves creating your software account and getting it ready to use.

Here are some key things you should do:
  1. First, you will have to Set up your Company, Branches and Users (next)

  2. Once the company is created, You can download the Desktop icon and mobile app to facilitate easy access from next time (Then)

  3. Moiboo gives you an option to customize the names of the menu tabs, You can change names, design the Invoice templates to your preference and setup the sms and email templates

Training your Users

Once your Account is set-up, The next step is to train the users. Depending on the size of the company, you can identify the employees who will be responsible for using the software.

The following employees can benefit by using Moiboo Software
  1. The Billing Counter Clerks

  2. The Accountant

  3. The Purchase Incharge

  4. The Warehouse/ Godown managers

Though all of the employees can use Moiboo at the same time, for the purpose of training, you will have to identify one super user within your organization. This super user can be yourself or any of your senior employees who understands the business.

The super user can ideally take up a one-on-one training with one of our consultants and can watch all our training videos to get trained in the product. These training videos are available in our website www.Moiboo.com

Import your Old Data

Once your users are trained in the software and have practiced the entries in the software, You are ready to roll out for daily transactions.

Here is how you do it:
  1. Import your Customers, Vendors, Products and Account Ledgers into the software

  2. If you are making this transition halfway through and are already using a software, you can also import your transactions like, Sales and Purchase orders, Invoices, receipts and payments

  3. Once done, check if the Trial Balances, Customer and Vendor Balance and Opening Stock tallies in the respective reports.

  4. After this, you can start using Moiboo everyday