Management Package
Choose a business before setting up accounts
The Management Package keeps financial categories separate for each trading business. Before we build your account structure, we need to know which business this setup belongs to.
Separate records
Each business keeps its own income, expense, asset, liability, and equity categories.
Clean reporting
Profit & Loss and Balance Sheet previews only make sense when they belong to the correct business.
Safer setup
This protects you from accidentally saving accounting setup against the wrong trading business.
Why this step matters
Your financial setup becomes the foundation for future reports, transaction entry, stock tracking, BAS-supporting summaries, and business insights. Choosing the business first keeps that foundation clean from the start.