Creating a Company in Accounting (All-in-One) ERP software

Published on 14, May, 2025

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Once you've installed Accounting (All-in-One) ERP, the next step is to begin using it — and that starts with creating your first company, adding ledgers, and recording your first transaction. This guide walks you through that full process, making it easy to begin your accounting journey smoothly.

🏢 Step 1: Creating Your Company

On the ERP home screen, click the Create button. A form appears titled Create New Company. Here's how to fill it out:

• Company Name: Must be unique. Avoid special characters like underscores. For example: Raj Software Solutions and Tech World.
• Print Name: Appears on reports and invoices. You can use special characters here.
• Phone, Email, GST, PAN: Optional during creation. You can edit them anytime later.
• Books Starting From: Choose the start date of your financial year. By default, it may show 1-Apr-2025, or the current year but you can set it to 1-Apr-2024 or any-more if needed.

Agree to the terms and click Create. Your company will be successfully added, and you'll be directed to the main dashboard.

📊 Step 2: Exploring the ERP Dashboard

The dashboard gives you a well-organized view:

• Top Side: Admin, Masters, Vouchers, Reports, and Utilities — the main tabs for all core accounting operations.
• Bottom Side: Quick-access tools including user feedback, welcome message, and theme customization options.
• Right Panel: Shortcut buttons for daily tasks like vouchers, reports, ledger statements, all created ledgers, interest calculator, and a unified Pay/Receive window for managing payments and receipts in one place.

You can also search any function (like vouchers, reports, etc.) using the search bar or the shortcut Ctrl + Q.

📘 Step 3: Creating a Ledger

Now let’s add your first ledger (e.g., a customer account):

1. Go to Masters → Ledgers.
2. Click New or press Ctrl + L to open the ledger creation form.
3. Fill in the details:
   • Name: For example, Ram Kumar
   • Group: Choose the appropriate group (e.g., Customers)
   • Optional: Add phone number, city, and any opening balance (if applicable)
4. Click Save to create the ledger.

You can always edit or delete ledgers later — everything is flexible and user-friendly.

💰 Step 4: Record Your First Transaction

Let’s record a simple payment. Suppose Ram Kumar borrowed ₹1000 from your business:

1. Go to Vouchers → Payment.
2. Select the Mode (Cash/Bank) — in this case, Cash.
3. Choose Party: Ram Kumar
4. Enter Amount: ₹1000 and a relevant Narration
5. Click Save. Done!

This entry is recorded and linked to the ledger.

📑 Step 5: View Ledger Statement

To see the entry you just made:

1. Go to Reports → Ledger Statement
2. Select Ram Kumar and click View

You’ll now see the full account summary, including closing balance and date of transaction. Everything is updated in real time.

📝 Step 6: Submit Feedback or Queries

We’ve built a Give Your Reviews feature directly inside the software. Here’s how to use it:

• Enter your Name, write your feedback, and click Save
• You can also include your Email or Phone Number for follow-up

Your feedback is safely stored and sent to our support team.

🎨 Step 7: Choose Your Theme

Customize your ERP appearance from the Themes section in the right panel. Multiple light and dark themes are available to suit your style.

✅ Conclusion

That’s it! You’ve now created your company, added your first customer ledger, recorded a transaction, and even seen how to explore and personalize the software.

In the upcoming tutorials, we’ll dive deeper into each module like Reports, Inventory Management, and more. Stay tuned and keep building your business the smart way!

📺 Watch this video tutorial: Click here to watch on YouTube — and follow along to see every feature in action with real examples inside our Accounting (All-in-One) ERP software.