Set Up Your Company

Complete the setup wizard before processing transactions so your documents, VAT and financial reports start with the right information.

Start your account

1. Start the 14-day trial from the OxyAccounting website. No card is required.
2. Open the welcome email and follow the link to set your password. Your trial begins when you use this link.
3. Sign in and begin the setup wizard. To return later, go to Company > Settings and select Open setup wizard.

Complete the four setup steps

1. Company: enter the legal and contact details that should identify the business.
2. Branding: upload a logo and choose whether the logo and address appear on customer and supplier PDFs. A logo is optional and can be added later. If there is no logo yet, we design them.
3. Financials: confirm ZAR, select the financial year-end month, switch VAT on only if the business is VAT registered, and enable stock tracking if you keep quantities on hand.
4. Ledger: activate the South African chart of accounts. Activation creates the ledger structure used by postings and reports.

What happens next

The dashboard opens with your company selected. The navigation only shows features and pages available to your role. Add master data next: customers and suppliers for document workflows, then products or services for reusable line items.

If you are moving existing books

Do not recreate years of old invoices just to establish a starting position. An accountant can use Opening Balances to bring in the trial balance at a chosen date, and a stock adjustment to record quantities on hand.

If the welcome link does not work

• Use Forgot password from the sign-in page to request a fresh password link.
• Check the email address used during signup and the junk folder.
• Contact us if the company was created under the wrong email or remains inaccessible.