Settings
Users, roles, locations and your fiscal calendar.
8 articles
- Set Up Your EntitiesAdd the legal business behind your restaurant so everything else in DishBooks has a home.
- Set Up Your LocationsAdd each restaurant as a location so you can see how every store is doing on its own.
- Set Up Your CalendarCheck and adjust your fiscal and operational calendars so periods compare fairly.
- Accounting Settings and Closing DatesReview the default GL accounts DishBooks uses and lock finished months with closing dates.
- Review Your Chart of AccountsReview, add and edit the GL accounts every dollar in your books lands in.
- Set Up RolesChoose from default roles or build custom ones so each person gets only the access their job needs.
- Set Up UsersInvite your team, pick their role and locations, and manage their access.
- Manage Your BillingSee your plan, payment methods and invoices, and turn on Bill Pay for your locations.