What Your Answers Change
The checklist decides what is put in front of you. It never decides what you are allowed to do.
Every option on the setup checklist names what it turns on, which makes it easy to read the answers as switches. They are not. An answer moves things to the front of the product — the home screen and the top of the create sheet. Everything else stays exactly where it was: in search, and at its own route.
Prominence, not permission
| An answer can | An answer can never |
|---|---|
| Put a document type on the home screen | Change your subscription or your bill |
| Lift a create action to the top of the create sheet | Change anyone's role or permissions |
| Move something you said "no" to out of your way | Remove a route, a report or a search result |
Hidden is not forbidden. Say you do not invoice and Invoices leaves the home screen and drops down the create sheet — it stays in search and at /invoices. That is what makes the answers honest: if a "no" could block real work, people would tick everything defensively, and a defensive answer configures nothing.
What each answer brings forward
| Answer | What comes to the front |
|---|---|
| Things you can touch | Inventory |
| Work you do for people | Projects, jobs, tasks and timesheets |
| You buy them ready to sell | Purchase orders and goods received notes |
| You make them | Production, recipes and cost cards |
| You hire others to do it | Subcontract cost lines |
| At the point of sale | The till |
| After you invoice them | Invoices, estimates, sales orders and delivery notes; invoice links and payment advice |
| After they bill you | Bills and debit notes; bill links and payment advice |
| More than one location | Business units — separate books per location, and transfers between them |
| One or more departments | A profit and loss per department |
What no answer ever touches
The books themselves are never governed by the checklist: the chart of accounts, journals, customers and vendors, receipts and payments, payroll, banking, fixed assets and taxes are always where you left them, whatever you tick.
The two deposit answers are the ones worth thinking about rather than skipping. A customer deposit is not revenue and a supplier prepayment is not an expense — they are a liability and an asset until delivery. Saying so here means the product is set up to hold them correctly from day one, which is the single most common way a growing business's books go wrong.
The scorecard count
The last card is the only question that touches what you pay. Units are locations plus departments, so a single-location business with no departments is 1 unit. The plan badge is read from the location count alone — one location is Free, up to six is Growth, beyond that Enterprise. Departments never move the band.
A Super Administrator can return to /setup and answer again. Nothing about the checklist is one-shot, and nothing about it is permanent.
Related
- Stage 2 — Setup Checklist — the questions themselves
- Checklist structure — the anatomy of one question
- Saving or skipping — what is written when you finish