A setup screen showing database setup options.

This screen enables you to configure your database to meet your organizational needs and preferences. You may find that the defaults are adequate in most cases. If your organization has special requirements, you can change them here.

You can specify options for the following fields:

  • Country for billing purposes: Uwazi must charge tax for some of our databases. If your database is connected with an Australian entity, then we need to collect Australian GST. In that case, you will need to specify Australia as a country for billing purposes. For organizations outside of Australia, please select International as a country for billing purposes.
  • Numeric Codes: Uwazi uses Accounts for classification of your transactions. Account names examples include “Sales” and “Postage expenses”. Accounts can be referred to by their names but also a shorter code. Uwazi requires that these codes are unique. By default, Uwazi will use numeric codes for accounts that it creates. Examples include 1-0000 for Assets, 2-1000 for Current Liabilities. Uwazi can also generate short text codes instead if you choose No to this option. You are free to use any kind of code for Accounts that you create later. Uwazi only requires that the code is unique for each account.
    Many users of accounting systems prefer numeric codes because similar accounts tend to be grouped together.
  • Two tax accounts (sales or GST/VAT style taxes): You can choose to track taxes paid and taxes received in separate accounts. This choice does not affect Uwazi’s capability to separately track taxes paid and received. It does; however, affect how your financial reports, such as a balance sheet, are presented. Depending on your organization’s tax registration, you may be eligible for input tax credits for taxes you have paid on purchases. For most organizations, you will be required to pay to tax authorities any tax that you have received from your customers.
    For US organizations, your sales tax arrangements generally do not permit you to be refunded for any sales tax that you have paid, so you would generally choose No for this option. For other organizations, choose the option consistent with your organization’s policies.
  • System start date: This date will be the first day of the first income tax (fiscal) year that you will record in Uwazi. For an Australian organization, this will generally be the 1st of July of this year if creating a database in the later stages of a calendar year. If creating a database early in a calendar year, it will generally be the 1st of July of the previous year. For US organizations, it will generally be the 1st of January of the current year. If your organization has a different fiscal year, you will need to take that into account in setting the value of this field.
    First period name: Give your period a name. You could use a four digit year (eg 2019), or a combination of letters and numbers, like FY19.
    Paper Size: Uwazi supports generating documents in two sizes. US organizations should generally choose US Letter, while other organizations should choose A4 size.