The first environment

If you have installed Profit and are starting it up for the first time, then you must add the first environment immediately. You can add other environments later.

Description

You need an environment in order to work with Profit. An environment is a reflection of your administrative organisation. You record your administrative data here and use this data to generate business information. You make all data and actions available securely via authorisations by accurately authorising users.

When you add the first environment, you also automatically generate the first administration. The purpose of an administration is to keep track of financial data, accounting, in other words. In an environment you can add multiple administrations.

Procedure

  • Add the first environment

    You add the first environment in Profit differently from the subsequent environments. This is because without an environment, you do not yet have the complete menu. For this reason, you must add the first environment from the environment manager.

  • Record general data

    If you have added a new environment, the General data wizard will appear when this environment is opened. You record the general settings for the environment in this wizard.

  • Record financial data

    After you have gone through the wizard for the general data and the environment is opened again, a message about the financial data will appear. You must record the financial data in order to use Profit Financieel.

Also see