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      <div class="WebWorks_Breadcrumbs" style="text-align: left;">
        <a class="WebWorks_Breadcrumb_Link" href="companyfile.4.1.htm#1090932">Setting up your company file</a> &gt; Overview</div>
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      <blockquote>
        <div class="hs_SectionHeading"><a name="1090932">Overview</a></div>
        <div class="b_Body"><a name="1090933">When you create a company file, you record basic information </a>about your business, such as the business name and your contact details. You must also specify the month and financial year in which you want to start recording transactions.</div>
        <div class="b_Body"><a name="1090934">Depending on the features you want to use, there are some tasks </a>that you should complete. This section guides you through the essential ones.</div>
        <div class="hr_RunInHeading"><a name="1090936">Essential tasks</a></div>
        <div class="b_Body"><a name="1090937">The tasks you need to do depend on whether </a>your accountant has created and set up a company file for you, the information you currently have and when your business started. </div>
        <div class="hr_RunInHeading"><a name="1090938">Advanced tasks</a></div>
        <div class="b_Body"><a name="1090939">Once you have completed the essential tasks, </a>you can start recording transactions. However, if you need to use the advanced features of this software (such as the sales or inventory features), you will need to do further setup tasks. These tasks are covered in the <span class="l_Link"><a href="settingup.5.1.htm#1065011">Advanced setup</a></span>.</div>
        <div class="b_Body"><a name="1091022">&nbsp;</a></div>
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              <div class="tch_TableColHeading"><a name="1090945">Task</a></div>
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              <div class="tch_TableColHeading"><a name="1090947">&nbsp;</a></div>
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              <div class="tch_TableColHeading"><a name="1090949">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1090951">1</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.3.htm#1091050" name="1090956">Create a company file</a></span></div>
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              <div class="t_TableBody"><a name="1090961">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1090963">2</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.4.htm#1087435" name="1090968">Activate the company file</a></span></div>
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              <div class="t_TableBody"><a name="1090973">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1090975">3</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.5.htm#1091452" name="1090980">Set up accounts</a></span> </div>
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              <div class="t_TableBody"><a name="1090985">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1090987">4</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.7.htm#1091721" name="1090992">Enter account opening balances</a></span></div>
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              <div class="t_TableBody"><a name="1090997">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1090999">5</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.8.htm#1098791" name="1091004">Set up preferences</a></span> </div>
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              <div class="t_TableBody"><a name="1091009">&nbsp;</a></div>
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              <div class="trh_TableRowHeading"><a name="1091011">6</a></div>
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              <div class="t_TableBody"><span class="l_Link"><a href="companyfile.4.9.htm#1091797" name="1091016">Set a password for the Administrator user ID</a></span></div>
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              <div class="t_TableBody"><a name="1091021">&nbsp;</a></div>
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