The Accounts Setup section in Centegra Plus is organised into two distinctive sub-sections:
Chart Of Accounts: This section serves as the centralised hub for creating and managing a comprehensive list of accounts that span the entire company. It forms the backbone of the financial structure, ensuring a cohesive and standardised approach to account management.
Site Accounts: Tailoring the experience to individual sites within the company, the Site Accounts section is dedicated to creating and managing site-specific lists of accounts. This localised approach allows for a nuanced and site-specific financial strategy.
Every Site Account is intricately linked to a corresponding account in the Chart Of Accounts. As a prerequisite, an account must first be established within the Chart Of Accounts before it can be integrated into the Site Accounts listing for individual sites.
The system offers a diverse range of Account Types, each equipped with unique functionalities tailored for various aspects of Centegra Plus. These include, but are not limited to:
- Sales Reporting: Streamlining insights into sales data.
- Revenue Management Configuration and Reporting: Fine-tuning financial setups and generating comprehensive reports within Revenue Management.
- Inventory Management Configuration and Reporting: Optimising inventory processes and accessing detailed reports within Inventory Management.
- Third Party Integrations & Extracts Configuration: Enabling smooth integration with external partners and data extraction processes.
And beyond, these Account Types cater to a variety of functions within Centegra Plus, ensuring a robust financial infrastructure that aligns with the specific needs of each area of your business
Accounts Setup Articles
For information on managing accounts within the Chart Of Accounts, see:
For information on managing Site Accounts for individual sites, see:
For further information on accounts setup: