Launch checklist: the order of setting up Bimp

The order of launching Bimp

Launching Bimp takes nine steps, done in the order shown, because each next step uses data from the previous one. Below is the full route with links to detailed instructions. For the general picture of modules and interface, read the Bimp overview. Documents can be passed to accounting through the Bimp exchange with 1C.

Step	What to do	Article
1	Register an account	Sign-up and sign-in
2	Create a company	Creating a company
3	Set up accounting	Accounting settings
4	Check organizations, bank accounts and cash desks, currencies	Organizations, Bank accounts and cash desks, Currencies and rates
5	Create projects, lines of business, income and expense items	Projects and lines of business, Income and expense items
6	Fill in directories: products, counterparties, warehouses, price lists	Directories
7	Add users and assign roles	Users, Access roles
8	Enter opening balances	Entering opening balances
9	Make a test sale	Customer order

Step 1. Register an account

An account is created in a few minutes through Google or with an e-mail and password. A confirmation e-mail is sent to the address you provide. Instructions: Sign-up and sign-in to your account.

Step 2. Create a company

A company is a separate database of your business. Create it with the Create company button on the start screen and enter the name, country, and type of activity. If you run several independent businesses, create a separate company for each. Instructions: Creating and setting up a company.

Step 3. Set up accounting

Open Company settings → Accounting settings and set the VAT rate, accounting currency, national currency, main project, and main organization. The switches for stock control, reservation, and accounting by batches and series are also turned on here.

Instructions: Accounting settings.

Step 4. Check organizations, bank accounts, and currencies

When you create a company, Bimp automatically creates one organization. If you work on behalf of several legal entities or sole proprietors (FOP), add the rest in Directories → Organizations and mark the main one. Then enter bank accounts and cash desks, and for foreign currency, rates. See Organizations, Bank accounts and cash desks, and Currencies, rates, and multi-currency accounting.

If the accounting currency differs from the national one, be sure to set its rate in the “Currencies/Rates” directory.

Step 5. Set up projects, lines of business, and items

For management reporting, create projects and lines of business, as well as income and expense items. By default Bimp creates the project “Main project”. These directories are needed to separate accounting and reports by line of business and to group income and expenses.

Step 6. Fill in the directories

Directories are lists from which documents take products, counterparties, warehouses, and prices. First fill in those needed for opening balances and the first sales:

• products and services and product groups;
• counterparties and contracts;
• warehouses;
• price lists.

Large lists are faster to load from Excel: importing products, importing counterparties, importing price lists. An overview of all options is in What you can import into Bimp. The other directories can be added as you work, right from the document fields.

Step 7. Add users and roles

Invite employees on the Company settings → Users tab and assign each a role (administrator, manager, accountant, and so on). The role defines which modules and actions are available. See Users and Access roles. For warehouse staff you can additionally restrict access to certain warehouses.

Step 8. Enter opening balances

Opening balances are a “snapshot” of the company’s state on the start day: goods in warehouses, money in cash desks and on accounts, customer and supplier debts, accountable amounts, payroll, taxes, property. They are entered with the document Finance → Entering opening balances.

1. Before entering, fill in the directories so that the needed values are available in the document.
2. Enter all balances with one date, for example the last day of the previous month.
3. After saving, check the result against the reports “Goods movement”, “Cash flow”, and “Settlements”.

Without balances, the very first sale will show a negative warehouse balance, and customer debts will not appear in the reports. Instructions: Entering opening balances.

Step 9. Make a test sale

Create a test customer order, ship the goods, and register the payment. Check that the warehouse balance, the reserve, and the customer’s debt changed as you expect. The whole path is described in Sales from order to payment.

After the launch

When the balances are entered and checked, lock the accounting:

• set the end date on the Company settings → Change lock date tab, after which documents cannot be created or edited; see Change lock date;
• set up automatic sign-out on the “Security” tab and, if needed, sign-in restriction by IP address;
• connect integrations with banks, delivery services, and online stores.