Set up a new environment

This page concentrates on setting up a new Procountor environment in a situation when the user has already an other existing Procountor environment. 

1. Go to Management > Set up a new environment.
2. Enter the name and the business identity code of the company. The BIS button opens the home page of the Finnish Business Information System in a new window for retrieving and verifying the business identity code or the name of the company.
3. Select the product package Procountor Financials or Procountor Ledger.
   
   • When setting up a new Procountor Financials company, you are able to test the features during a 30 day trial period. Procountor Ledger company is ready to use without the 30 day trial.
   • Procountor sales answers all the questions about different packages and their prices and trial periods. 
   • Ledger environments can be only set up by accounting offices with Accounting firm tools. Setting up Ledger environment must be done in accounting office's own environment: Management > Set up a new environment.
4. To get the trial environment into production, contact us at sales@finago.com to sign an agreement. 
5. In Copy account scheme and default accountings, it is possible to select which account scheme and default accountings of an existing environment will be set for the new environment. The Copy account scheme and default accountings function can copy the account scheme of an environment that the user has the right to view. Procountor's default account scheme is created in Finnish. It is very important to choose the correct chart of accounts when setting up a new environment since the chosen chart of accounts can't be changed after the environment has been created! If the account scheme and default accountings are copied from another environment, this copies the following:
   • The chart of accounts
   • The default report formulas Income statement and balance sheet
   • The Income Tax Return mappings for the corresponding form
   • The general account posting defaults
   • The Default postings for travel/expense invoices
   • Default salary postings
   • Bank statement posting defaults such as the default Account for bank statement payments, default account for Account for bank charges etc. No own posting rules are copied.
   • Default postings for reference payments, the default counter-entry account. No own posting rules are copied.
   • Default posting for taxes
6. In Copy the usage settings, the applicable usage settings only from the other environment are copied. For example, all usage settings cannot be copied, e.g. the default material controller is a user that exist in the other environment only at the time of setting up the company. 
7. When you have have entered the company info, press the Save button.
   • Although the name is the only required information for the new environment, it is advisable to enter also all other data when setting up the company.
   • Setting up a new company may take a few minutes. If the company is not visible in the company bar in the upper right corner log out and in again.
8. Move to instructions Start-up guide for main user.