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The outline below is the minimum configuration required to setup the system, it is not a cohesive comprehensive list of all available configurations.

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Countries UI Location: Setup → Regional Settings Setting → Countries

Countries and States are required when populating an address, such as an address on an account contact (e.g. address of an account’s billing contact.

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Currencies UI Location: Setup → Users & Accounts → Owner Owners → Financial Setting

Currencies are required in order to set the currency of an account and also the currency on packages in the product catalog.

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Invoice Delivery UI Location: Setup → Finance → InvoiceInvoicing

Invoice delivery defines how invoices are sent (via email, offline) and which invoice template to use.

6 - Setup General Ledger Codes (Optional)

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