Getting Started with Access UBS Accounting Software
Are you ready to take your business accounting to the next level with Access UBS Accounting Software? This step-by-step tutorial UBS Accounting will guide you through the process of getting started, ensuring you can harness the full power of this robust accounting solution.
Introduction
Access UBS Accounting Software is a powerful tool designed to simplify financial management for small and medium-sized enterprises (SMEs). Let’s dive into the setup process and get you started on the path to efficient accounting. Here’s the tutorial UBS Accounting.
Step 1: Installation
1. Download the Software
– Visit the official Access UBS website and navigate to the download section.
– Choose the version that suits your operating system (Windows/Mac) and click the download link.
2. Run the Installer
– Locate the downloaded file and double-click to run the installer.
– Follow the on-screen instructions to complete the installation process.
– Once installed, launch the software.
Step 2: Initial Setup
1. Create a New Company
– Upon launching Access UBS for the first time, you will be prompted to create a new company profile.
– Enter your company details, including name, address, and contact information.
– Select your financial year start date and default currency.
2. Set Up Users and Roles
– Navigate to the user management section.
– Add users who will have access to the software and assign appropriate roles and permissions.
– This ensures that each user has access only to the features relevant to their role.
Step 3: Configure Chart of Accounts
1. Use Predefined Chart of Accounts
– Access UBS comes with a predefined chart of accounts tailored for different industries.
– Choose the chart that best fits your business type.
2. Customize Your Accounts
– If necessary, customize the chart of accounts to match your specific business needs.
– Add, delete, or modify account codes and descriptions as required.
Step 4: Enter Opening Balances
1. Gather Financial Data
– Collect your financial data from the previous accounting period.
– Ensure you have accurate opening balances for all accounts.
2. Input Opening Balances
– Go to the opening balances section in the software.
– Enter the opening balances for each account to ensure accurate financial tracking from day one.
Step 5: Set Up Bank Accounts and Payment Methods
1. Add Bank Accounts
– Navigate to the banking section and add your business bank accounts.
– Include account numbers, bank names, and other relevant details.
2. Configure Payment Methods
– Set up various payment methods such as cash, credit card, and bank transfer.
– This allows you to manage and track different types of transactions efficiently.
Step 6: Customize Invoices and Templates
1. Invoice Templates
– Access UBS offers customizable invoice templates.
– Add your company logo, adjust the layout, and include necessary information such as payment terms and contact details.
2. Other Templates
– Customize other templates like purchase orders, credit notes, and receipts to maintain consistent branding.
Step 7: Input Transactions
1. Record Sales Invoices
– Go to the sales module and start recording your sales invoices.
– Include details like customer information, products or services sold, and payment terms.
2. Enter Purchase Invoices
– Navigate to the purchase module to record your supplier invoices.
– Include supplier details, items purchased, and payment terms.
3. Manage Expenses
– Use the expenses module to track all business expenses.
– Categorize expenses accurately for better financial reporting.
Step 8: Generate Reports
1. Financial Statements
– Access UBS allows you to generate key financial statements such as the balance sheet, income statement, and cash flow statement.
– These reports provide insights into your business’s financial health.
2. Custom Reports
– Create custom reports tailored to your specific needs.
– Use filters and parameters to focus on relevant data.
Conclusion
Congratulations! You’ve successfully set up Access UBS Accounting Softwareby follow tutorial UBS Accounting and are ready to streamline your business accounting. Regularly update your transactions and review your financial reports to stay on top of your finances. With Access UBS, managing your business finances has never been easier.
For more information or to request a demo, visit www.access-ubs.com or contact 012- 203 7670 our support team.
Batu Pahat, Johor, Malaysia:-
M: +6016-778 8628 / +6019-774 7670
O : +607- 433 7670
Kuala Lumpur, Malaysia
M: 012-203 7670
O: 03-2148 7670