How to Create a New Account Book in YonYou Finance392

YonYou Finance is a widely used accounting software in China. It offers comprehensive features for managing accounting operations, including the ability to create multiple account books for different accounting purposes. Here's a step-by-step guide on how to create a new account book in YonYou Finance:Prerequisites:

Registered and installed YonYou Finance software
Administrator access to YonYou Finance

Steps:

Open YonYou Finance: Launch the YonYou Finance software on your computer.
Log In: Enter your administrator username and password to log in to the software.
Access Management Center: Click on the "Management Center" option located in the top menu bar.
Create Account Book: In the Management Center, go to the "Account Book Management" section and click on the "Create Account Book" button.
Account Book Properties: A window will appear where you can specify the properties of the new account book, such as:

Account Book Name: Enter a unique and descriptive name for the account book.
Account Book Code: Assign a unique code to the account book.
Currency: Select the default currency for the account book.
Period: Specify the accounting period for the account book.
Beginning Date: Enter the start date of the accounting period for this account book.
Bookkeeping System: Choose the bookkeeping system that you want to use for this account book.

Company Information: In the same window, fill in the company information related to the new account book, such as:

Company Name
Taxpayer Identification Number
Address
Contact Information

Inventory Management: If you want to use inventory management features in this account book, tick the "Enable Inventory Management" checkbox.
Advanced Settings: You can further customize advanced settings for the account book, such as:

Bank Account Management
Voucher Management
Financial Report Management

Create: Once you have configured all the necessary settings, click on the "Create" button to create the new account book.

Additional Tips:

Use descriptive and unique names for account books to easily identify them.
Set the appropriate accounting period and beginning date to align with your business operations.
Choose the bookkeeping system that is suitable for your accounting practices.
Configure advanced settings carefully to meet your specific requirements.
Back up your account books regularly to protect your data.

Conclusion:
Creating a new account book in YonYou Finance is a straightforward process that can be completed in a few simple steps. By following the instructions outlined above, you can effectively establish and manage multiple account books for your accounting needs. This allows you to separate financial records for different entities or business units, streamline accounting operations, and ensure compliance with relevant regulations.