Checklist for setting up a new customer
- Choose a product package for the customer here.
- Set up the environment in Procountor, add the company's users and specify their privileges.
- Fill in the Procountor order form and send it to the customer for signing
- Fill out the bank connection authorization form and ask the customer to sign it. After this, submit the bank connection authorization to the bank
- When you log into Procountor for the first time, you will see the Guided setup task list that helps you set up the environment. Please note the following when setting up a new environment
- Add the company's bank account information to Procountor
- Management > Company info > Bank account information
- Complete the taxation information
- Management > Accounting info > Taxation information.
- Check the certificate settings that are needed for sending notifications to the Incomes Register and the Finnish Tax Administration
- Prepare a supplier announcement regarding the reception of electronic invoices
- Management > Company info > E-Invoice and Scanning provider addresses
- More instructions for new users are available here.
- Add the company's bank account information to Procountor
Beginning accounting in Procountor
- Set default accounts: Procountor creates accounting pages automatically based on default posting settings. When the receipts are saved in the program, they have already been posted
- For example, if the default account of a sales invoice is 1700 Accounts receivable / 3000 Sales, the payment marks the sales invoice as paid when it is equipped with the correct reference code. The default account for purchases is 8450 Other administration expenses / 2880 Payment transaction account. When a purchase invoice is paid in Procountor, the purchase invoice is marked as paid when the bank statement is received.
- Save the comparison data and opening balances. Save the balances from the income statement and balance sheet on the final day of the previous fiscal year. The data is imported using a journal receipt which can be created in Procountor under Accounting > Ledger entry tool
- Preparing journals is easy with the ledger entry tool, which allows you to enter several accounting entries and receipts, along with the related dimensions. With the Paste transactions function of the ledger entry tool, you can import accounting entries by copying from an Excel spreadsheet, for example.
- Check the balances from accounting reports (Accounting > Accounting report) or under Accounting > Reconciliation tools > Accounts and transactions in Procountor. Close the financial year under Management > Accounting info > Financial years. When you close the financial year, Procountor moves the opening balances to the next financial year automatically. Transfer the result of the old financial year to the profit/loss account of the new financial year with a journal.
In monthly tasks, you can use the balancing checklist, the Accounts and transactions report and the Partner checking report. The Partner checking report allows you to review the invoices in the accounts payable and check the accuracy of postings and VAT entries. Take advantage of the posting history by running a report on past months. On the report, you can also see any deviations in purchase prices over the months.
More instructions for beginning accounting are available here.
Balancing instructions and checklist
Read the instructions for monthly balancing tasks in the Procountor manual. Use the checklist on the page as assistance. The instructions can be found here.
Accounting office tools
Accounting office tools make the work of accounting offices easier, for example, by enabling the management of multiple users and environments. The accounting office tools include the following functions: Advanced user management, Environment control, Tax administration mass sending, Info to the customer and File vault. Read more on the accounting office tools here.
Software integrations
You can connect various software to Procountor and automate data transfer between software. More information on setting up different integrations in Procountor is available here:
Training for accounting offices
We offer a range of training options for accounting offices. Our training packages include salary training and accounting offices refresher package. Read more about our training services here.
Implement the free Kampus learning environment. Kampus contains various courses on topics related to Procountor and the latest version updates. You can register for Kampus here.