| S.No | Master Checklist | Description |
| 1 | Setup Company | To setup company master and with related contact and statutory information such as Phone, Email, PAN, GSTIN etc |
| 2 | Setup Chart of Account | To setup Chart of account with appropriate ledger code defined with respect to each accounting group/subgroups |
| 3 | Fiscal Position | To configure Fiscal position to change the GST Taxes dynamically according to geography (State wise) |
| 4 | Setup Account Group | To configure Account groups which helps to set the accounting hierarchy and show the accounting data in TB, Balance sheet and Profit & Loss report with respect to each groups & sub groups |
| 5 | Setup Payment Term | To configure payment terms agreed with customer and vendor. |
| 6 | Setup Taxes | To configure the List of Taxes applicable for the sales/purchase. This includes all GST taxes, Cess, TDS and TCS |
| 7 | Bank Account | To configure List of Banks and their bank account details. This includes Company Bank Account, Customer and Vendor Bank Accounts |
| 8 | Journals | To configure Journal for Each Company Bank account to enable that for Payment / Receipts |
| 9 | Product Categories | To configure Product Categories which will be used to categorize the product and associate the product ledgers using which account posting will be done |
| 10 | Product | To configure Product which includes storable/Service/consumables to be used for Transactions |
| 11 | Customer | To configure all customers used for transaction |
| 12 | Vendor | To configure all vendors used for transaction |
| 13 | Currencies | To enable required Currencies which are available in System |
| 14 | Sales Team | To configure sales team who involves of sales and map them to Sales order/Subscriptions |
| 15 | EInvoice Credentials | To configure EInvoice Access credentials to connect EInvoice Portal and submit eInvoice |
| 16 | Ledger Opening Balance | Ledger Opening Balance for a specific period and set it as Opening Balance in Odoo system for Go Live |
