Financial Setup

Important

The HomeBuilder Financial Setup is to be completed after completing all setup described in the Help Files of sections:

• HomeBuilder Install and Subscribe.
• Introduction to the Implementation Section.
• HomeBuilder Base Setup. Otherwise you will need to keep coming back to complete these sections as you progress, making your process inefficient.

Introduction

Setting up your financials is the foundation of a properly configured ERP system. Information is divided into two main sections:

• Financial Setup - i.e. this Help File introducting the entire section - explains the preparatory steps required before you proceed. All articles should be reviewed and completed.
• Financial Operations, i.e.: the next section in these Help Files, describes options that HomeBuilder provides. They do NOT have to be ALL implemented into your company's operations, but it is beneficial to be aware of the potential your HomeBuilder system offers.

In the current Help Files Section, most businesses should follow these steps in sequence:

• Verify your financial configuration in Check Setup in Homebuilder. The article describes the steps for configuring your payments using checks.
• Setting up Bank Deposits for Lot Installments expains how to Complete the Bank Deposit Setup.