Getting started · Guide 7 of 624
Set up your company in RockifyERP
The company record holds your business’s legal name, country, currency, tax details and default accounts. Every transaction in RockifyERP belongs to a company.
How to do it in RockifyERP
- Go to Accounting › Company (or search “Company”).
- Open your company, or click + Add Company if you run several businesses.
- Check the Company Name, Abbreviation, Country and Default Currency, for example KES, UGX, TZS, RWF or USD.
- Enter your tax number (such as a KRA PIN or TIN) and registration details.
- Check the default accounts: receivable, payable, cash, bank, income and expense.
- Click Save.
Tip: The abbreviation appears on every account and warehouse, for example “Stores – RL”. Choose it carefully, because changing it later is a big job.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.