How to use the Accounts Setup Guide

When you first start using the  Accounts system, you will need to first need to setup Accounts System and then insert basic details. This is done through the Accounts Setup tool window where you will setup the basic Accounts settings.

Before you get started, it is recommended that you have all of your current accounting documentation with you as you will need to enter parts of this information (such as bank account details, a list of outstanding invoices and client account balances, etc.) into Migration Manager.

IMPORTANT: We strongly encourage all users to read the Client Money Toolkit published by the Migration Agents Registration Authority which can be accessed at

1. Open the Accounts Setup window

In the main toolbar, click the 'Accounts' button and then select 'Accounts Setup'.

2. The Accounts Setup Window

The Accounts Setup tool will now appear. This window will guide you through the various steps you need to perform to fully setup the Accounts Module.

3. Getting further help

It is recommended that you work your way through the steps from top to bottom. If you require any instruction for any of the stages, click the ? buttons. This will open the relevant sections of the user manual.

4. Complete

Once you have completed all of the necessary steps, the items will be marked as Done.