Financials

Financial Settings

• Adding currency and exchange rates
• Creating bank accounts
• Bank reconciliation
• Calculating cost on a work order based on its custom BOM

GL

• Importing GL opening balances into Paragon
• Adding non-trade items to transactions
• Setting up GL links
• Setting up GL accounts
• Selecting a GL expense account on vendor invoice lines

Journal Entries

• Automatic journal entries
• Manual journal entries

Reports

• Using the AR Aging Report
• Using the AP Aging Report