Check setup readiness
One page that shows what still needs setting up before the company starts transacting.
Before you start
- The company is created.
- Company settings access. The company owner always has it.
Steps
Step 1: Open Setup readiness
In the sidebar, choose Settings, then click Open on Setup readiness, or Check setup readiness under Priority setup. The Setup Cockpit page opens.
Screenshot coming soon
The Settings page with the Setup readiness card.
Step 2: Follow the cutover path
In Cutover readiness path, work through the cards in order: COA, Mappings, Parties, Products, Tax, then Opening Balance. Opening balances are published last.
Screenshot coming soon
The cutover readiness path with the COA, Mappings, Parties, Products, Tax and Opening Balance cards.
Step 3: Work through the checklist
In Setup checklist, each area has a status and an Open link to its page, for example Chart of accounts, Products, Contacts, Tax, Cash and bank or Opening balances.
Screenshot coming soon
The setup checklist with each area's status and Open link.
Step 4: Check the risk queue
The Risk queue lists the highest risk items. After fixing them, click Refresh to check again.
Screenshot coming soon
The risk queue with the Refresh button.
When you are done
- Each area shows Ready, Conditional, Needs attention or Blocked, with a link to its settings page.
- The final gate turns to Can transact once every key area is ready.
- Setup readiness doesn't cover employees. For that, see the tutorial Invite employees and users.
Common problems
A message says the setup cockpit failed to load
Reload the page. If it still fails, contact the Finday team.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.