Essential Setup Before You Begin Recording Transactions

Before recording invoices, purchase bills, payments, or expenses, it is recommended to complete a few essential setup steps. These steps ensure that transactions are recorded correctly and financial reports remain accurate.
Complete the following setup before beginning daily operations in Tigg.

The Chart of Accounts is the foundation of your accounting system. Tigg automatically provides a default chart of accounts when your organization is created.
To review it:

1. Go to Accounting → Charts of Account.
2. Review the list of existing accounts.
3. Add additional accounts if your business requires them.

You may create new accounts for specific expense categories, income types, or bank accounts based on your business needs.
Note: Do not create customers, suppliers, or bank and cash accounts directly from the Chart of Accounts. These must be created from their respective modules to ensure proper transaction linkage and accurate reporting.

Customers and suppliers are required before recording sales and purchase transactions in Tigg. You cannot create invoices, purchase bills, or related payments without first defining these records.

Creating Suppliers

Suppliers can be created from:

• CRM → Contacts
• Purchase → Suppliers

When creating a contact, ensure it is explicitly defined as a Supplier so it can be used in purchase transactions.
Importing Existing Customer and Supplier ListsIf you already have a list of customers or suppliers, you can import them using an Excel template.

1. Go to Configurations → Import / Export.
2. Download the appropriate template.
3. Enter your data in the template.
4. Upload the completed file to import records in bulk.

This method is recommended when migrating from another system or adding a large number of records.

Importing Existing Customer and Supplier Lists

If you already have a list of customers or suppliers, you can import them using an Excel template.

1. Go to Configurations → Import / Export.
2. Download the appropriate template.
3. Enter your data in the template.
4. Upload the completed file to import records in bulk.

This method is recommended when migrating from another system or adding a large number of records.
Important

Customer and supplier records must not be created directly from the Chart of Accounts.

Although the Chart of Accounts includes receivable and payable accounts, operational records such as customers and suppliers must be created from their respective modules. Creating them directly in the Chart of Accounts may prevent proper linkage to sales, purchase, and payment transactions.

Always create customers and suppliers through CRM, Sales, or Purchase modules to ensure accurate transaction tracking and reporting.

Products and services must be created before recording transactions such as invoices and purchase bills. Without defined items, you will not be able to complete sales or purchase entries. It is therefore essential to set up your basic products and services before starting daily operation

If Inventory Module Is Enabled
If your subscription includes the Inventory feature, the Inventory module will be available in the sidebar.
To create products or services:

1. Go to Inventory → Products.
2. Click Create New.
3. Select the Item Type as:
• Goods (for inventory-tracked items), or
• Service (for non-stock services).

Within the Inventory module, you can also manage related configurations such as:

• Product Categories
• Units of Measurement

These settings help organize your item list and ensure accurate reporting.

If Inventory Module Is Not Enabled

If you have not subscribed to the Inventory module, you can still create items directly from:

• Sales → Items
• Purchase → Items

In this case, all items created will be treated as Service type items, as inventory tracking is not available.

Importing Products in Bulk

If you have a large number of products or services, you can import them using the Excel template provided by the system.

1. Go to Configurations → Import / Export.
2. Download the product template.
3. Enter your item details in the template.
4. Upload the completed file to import the records.

Bulk import is recommended when migrating from another system or when setting up a large product list.

Important

Bank and cash accounts must not be created directly from the Chart of Accounts.

If a bank or cash account is created manually in the Chart of Accounts, it will not be identified by the system as a payment account. As a result, it may not appear when recording receipt or payment transactions.
Always create bank and cash accounts from Accounting → Bank Accounts to ensure they are properly recognized and available during transaction entry.

1. Go to Configurations → Opening Balances.
2. Select the appropriate section:
• Accounts (for ledger accounts, customers, suppliers, bank, and cash)
• Products (for inventory items)
3. Enter the balances as of your accounting start date.

Make sure that balances are entered carefully to ensure accurate financial statements and stock reports.

Import/Updating Opening Balances in Bulk

Opening balances for both accounts and products can also be imported in bulk using a CSV template.

1. Go to Configurations → Opening Balances.
2. Download the available template.
3. Fill in the required data.
4. Upload the completed file to import balances.

Bulk import is recommended when transitioning from another system or when dealing with a large number of accounts or inventory items.