Setup Wizard

Cashbook has a setup wizard that will automatically update Cashbook with the relevant Sage 300cloud data.

You can run this wizard as often as you require so when you update your Sage 300cloud data you can also update Cashbook without re-entering the data.

To run Setup Wizard you must have ADMIN rights in Sage 300cloud.

You can select to have the following data updated:

Bank Accounts

Cashbook’s bank accounts are created from Sage 300cloud Bank Services.

Source Codes

A set of default Source Codes are created by Cashbook.