The setup wizard
The setup wizard opens the first time the company owner signs in. In six short steps it lets you check the defaults that were created for your company and change what you need, so you can start working straight away.
Only the company owner sees the wizard; employees and accountants go straight to the dashboard. You can also open it later at /app/settings/setup.
What is created for you
When a company is registered, Zhmara X creates everything a new company needs:
- a full chart of accounts (cash, bank, receivables, payables, sales, cost of goods sold, expenses, equity...)
- a default project, customer and supplier
- a warehouse named Main Warehouse and a list of standard units (Piece, Box, Carton, Kilogram, Liter, Meter, Hour...)
- standard asset categories (Land, Buildings, Machinery and Equipment, Vehicles, Furniture and Fixtures, Computers and IT Equipment, Office Equipment, Software)
- an item category named General and a brand named No Brand, ready for your first item
- payroll defaults: the designations Labor (daily workers) and Staff (monthly employees), and the pay heads Basic Salary (Addition) and Social Security (Deduction)
- a financial year from the current month to the end of December, and the next financial year (January to December), both split into monthly periods
- the currencies IQD (the base currency) and USD, with a starting rate of 1 USD = 1,500 IQD (change it in Settings › Currency Setting)
- a default tax and default preferences
- invoice and code numbering for every document type
- permissions for the owner and the built-in Accountant role
The first step of the wizard (We set up your company for you) lists these. Items are not created; you add your own. Rename or delete the warehouse, units, General and No Brand in Products / Services if you don't need them. See the first steps checklist.
The steps
| Step | What you set | Notes |
|---|---|---|
| 1. Welcome | Nothing; it shows what was created | |
| 2. Company profile | Company name, email, phone, website, address, country and city, logo | This information appears on your invoices and documents. |
| 3. Currency and time | Base currency, date format, time format, time zone, number formatting | The base currency is the currency your accounts are kept in. See below. |
| 4. Tax | The default tax: name, rate, and whether it is active | Leave it inactive at 0% if you don't charge tax. |
| 5. Preferences | Which features to turn on: Cost Centers & Branches and what you call your projects (Project, Branch, Cost Center or Department; when your plan includes it), multi-currency, POS, batches, variants, multiple units, stock adjustment, stock transfer, discount, negative cash, budget warning... | See Preferences. |
| 6. Finish | Nothing | Go to Dashboard takes you to the app. |
Each step is saved when you click Save and continue. Back returns to the previous step.
Choosing the base currency
You can't change the base currency after you record transactions. Pick the currency you report in (for example IQD or USD) before you enter any invoice, payment, journal or opening balance.
Other currencies can be added later in Settings › Currency Setting, and multi-currency can be turned on in Preferences. See Currencies and exchange rates.
Skipping the wizard
Click Skip for now to keep the default settings and go to the dashboard. Everything in the wizard can be changed later in Settings:
- Company profile → Settings › Organization
- Currency, formats and time zone → Settings › Organization and Currency Setting
- Tax → Settings › Tax
- Preferences → Settings › Preferences
Next: First steps checklist.