Connect your accounting package from Integrations and authorise only the organisation you intend to use.
Map common document types and suppliers to the appropriate chart-of-accounts codes. Confirm uncertain suggestions in Needs attention so Baxter can learn the choice for that supplier.
Before relying on automatic posting, send a small test set and check the nominal code, VAT treatment and accounting period.
General information only, not tax or accounting advice. Ask a qualified adviser about your circumstances.