This screen enables you to commence creating a new Uwazi database. Contact phone, email and addresses for the organization are entered here. Further screens guide you through additional options and configuration for the new database. Databases are generally created to...
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...
This screen enables you to select the plan and chart of accounts that your database will use. Selecting your plan You may select your plan using the Billing plan selection field. Uwazi plans include unlimited transaction entry and access. Your plans provide allowances...
This screen enables you to configure asset accounts in your new database. The fields are as follows: Assets code and Assets name: This is a header account that all other asset accounts are grouped under. The name of this account will appear on reports that group...
This screen enables you to configure liability accounts in your new database. The fields are as follows: Liabilities code and Liabilities name: This is a header account that all other liability accounts are grouped under. The name of this account will appear on...
This screen enables you to configure equity accounts in your new database. The fields are as follows: Equities code and Equities name: This is a header account that all other equity accounts are grouped under. The name of this account will appear on reports that group...
This screen enables you to configure income accounts in your new database. The fields are as follows: Income code and Income name: This is a header account that all other normal income accounts are grouped under. The name of this account will appear on reports that...
This screen enables you to configure expense and cost accounts in your new database. The fields are as follows: Expenses code and Expenses name: This is a header account that all other normal expense accounts are grouped under. The name of this account will appear on...
This screen enables you to configure tax codes in your new database. These enable you to correctly record sales/GST/VAT type taxes. The fields are as follows: Tax code and Tax name: This is the principle tax code used in your database. Many businesses would call both...
This screen enables you to complete the initial setup of your new database. The buttons on this screen enable you to do the following: Back button: You can review the settings you have made throughout the setup process by pressing this button Cancel button: Cancel...