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Basic General Accounting Setup

Below is a basic checklist to do a basic general accounting setup for OFBiz. The assumption is that you have downloaded and installed OFBiz with the demo data. All the following options can be found under the 'Accounting Tab'.


Default Organisation

OFBiz comes with a default party called 'Company' that represents the main business. This will be your company. Dont forget to update the description, address and other contact details with your own ones in Party Manager

Default Currency

OFBiz comes with an accounting default currency of 'USD'. If you need to change this then there are a couple of places where this needs to be done:

In the 'framework/common/config/' directory there is a file called 'general.properties' where the following entries need to be changed from default US settings. In the example below I've used New Zealand as the default country and currency.

  • currency.uom.id.default=NZD
  • country.geo.id.default=NZL

In the default organsation (Company) is also setup with a default currency of USD. You can change this as follows:

  • Using the Webtools menu at the bottom of the screen
  • Select Entity Data Maintenance from the 'Entity Engine Tools' list of items
  • Find the entity 'PartyAcctgPreference' and click the 'All' button
  • View the entry that has PartyId = 'Company' (you will see that the baseCurrencyUOMId' field is set to USD'
  • Click on the 'Edit' button and change the baseCurrencyUOMId this field to the currency of your choice using the standard international 3 letter abbreviation (eg GBP, EUR, AUS, NZD etc)
  • Save the record.

Tip: If you want to change the prefix or numbering of Sales Orders, Quotes or Invoices they can all be amended in a similar manner in this record.

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