What is the Set up Accounts page for?

The first-time setup for the Accounts module: every setting Accounts needs, in the order the work meets it, with the real editor mounted inside each step where Accounts can host it. It is for the person setting the account up — someone with the Accounts settings key — and it is a second door to the settings tabs, never a second copy: what you save here is what the tab shows. Only connecting Xero and the first sync are needed before the reports show figures; every other step makes a sensible default your own. You enter: The settings themselves, step by step: the financial year, your P&L mapping rules, the management pack template and its recipients, the bank file template and each company's paying account, each company's pay day and what happens to remittance advice; Steps whose editor lives elsewhere open it: connecting Xero (Settings → Xero sync & coverage), companies' registration numbers (Settings → Companies & entities), Company Structure, GL Exclusions, payment run approval (Settings → Payment approval) and which HMRC dues each UK company has (HMRC Dues → Settings). Saral fills: Whether each step is done, read off the live store every time the page loads or you move on — never from a flag, and never because Next was pressed; Whether every connected Xero organisation has finished its first sync, read from the sync engine's own run records; Which steps do not apply to your account — GL Exclusions with a single organisation, the HMRC dues calendar with no UK company — shown struck through and not counted; The next step to do, blocking ones first, and a hint under each step saying what is still missing. It produces: A module ready for daily use: financial reports with your figures, a management pack that reaches its readers, payment runs that become a bank file; The setup strip on the Accounts home page disappears by itself once every applicable step is done.