Starting to use Procountor

Setting up a new environment

• Set up a new environment
• A start-up guide for main user

Logging in to Procountor

• First login
• Problems signing in?
• Finago Key mobile login

Settings and basic info

• Basic info
• Company's language
• Taxation information
• Usage settings
• Browse currency rates
• Personal information and settings

Users and user rights

• Users and privileges
• Adding a new user
• User role privileges

Bank connection

• Bank connection authorisations
• Filling in the bank connection authorisation

E-Invoice and Scanning provider addresses

• Electronic invoice addresses
• Electronic invoice for consumers
• Direct payment
• Handling of consumer e-invoice and direct payment receiver info
• Purchase invoice scanning service, OpusCapita
• Purchase invoice scanning service, Xerox

Beginning accounting

• Beginning accounting
• Adopting Procountor in the middle of a financial year
• Adjusting the accounts to zero, phase by phase
• Saving open sales and purchase ledgers
• Saving the comparison data
• Opening an account using the accounting data export file