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Admin & settings covers configuration that applies across your entire organization: master data governance, organization settings, next numbers, API clients, and the audit log. Domain-specific setup lives under each product area. Use these checklists when onboarding a new organization or before go-live in a functional area.

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Setup by product area

Banking does not have a separate setup checklist in the knowledge base. Connect bank accounts from Connect bank accounts or from the Banks and cash section of Finance setup.

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Organization-wide settings

Engineers and integrators building against adorabl should read the Partner API reference.
1

Books first

Start with Finance setup — system accounts, chart of accounts, fiscal calendar, and bank connections.
2

Purchasing and Products

Configure Operations setup and Payables setup before heavy transaction volume.
3

Accounts Receivable last

Finish Receivables setup and Dunning rules before sending your first customer invoices.