1C:Drive initial startup overview

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When you start 1C:Drive for the first time, you are prompted to choose the configuration settings. The settings define the following:

• The features that will be available for you. They can include 1C:Drive core features or a combination of core and country-specific 1C:Drive features (available in 1C:Drive local versions).
• The general settings for these features. For instance, default presentation currency, functional currency, chart of accounts, and VAT rates.

To apply the configuration settings, perform initial configuration setup.

When you finish with the configuration settings, it is recommended that you set company details and opening balances.

Performing initial configuration setup

To perform initial configuration setup:

1. On the client's PC, start 1C:Enterprise.
2. In the 1C:Enterprise startup window, click 1C:Enterprise.

   

3. In the Regional settings window, select your time zone and the language you want to use for your accounting records and autogenerated data, and click OK.

   You can also select up to 4 additional languages from the supported languages list.

   

4. Wait until the 1C:Drive application data is populated.

   To view a detailed progress report while waiting, click Technical details about the update progress. This does not interrupt the data population process.

   

5. In the Initial configuration setup window, configure the 1C:Drive settings. Do one of the following:
   • For 1C:Drive core version, select Initialize with default settings.
   • For 1C:Drive local version, select a country. This will automatically configure country-specific features and general settings.

     Warning! You cannot change the country after you apply the configuration settings. So, if you plan to manage business records for companies from several countries, select Initialize with default settings instead.

   • For 1C:Drive local version with custom extensions, click load data from file and select a configuration settings file. The file version number must match the 1C:Drive version number.

     Note. You can also use this option to configure any version of 1C:Drive if the configuration settings file is missing from the 1C:Drive installation directory. This can happen if 1C:Drive is installed in a custom directory instead of the default one.

   

6. Click Proceed and wait until data loading is finished.

   

7. Click Restart.

   

Now 1C:Drive features are configured. It is time to set company details and opening balances.

Setting company details

Company details define your company's name, contact information, tax ID, key employees, and more. These details are populated in business documents and shown in their print forms.

To set company details:

1. Do one of the following:
   • On the Home page, in the Enter company details section, click Start.
   • Go to Quick menu and under Initial data setup, click Company details wizard.
2. Fill in the company details.
3. Click Close.

Setting opening balances

Before you start working with 1C:Drive, you should specify assets and liabilities your company has at the beginning of the first accounting period, including:

• Amounts in cash or bank accounts
• Outstanding receivables or payables
• Fixed assets
• Warehouse inventory
• And more.

If you have such records, enter them in 1C:Drive as opening balances using one of the following methods:

• Run the Opening balances wizard.

  This option is recommended for entering opening balances for bank and cash accounts, outstanding receivables and payables, and inventory.

  You can also use the wizard to modify general settings for your company. For example, specify the functional currency or enable product accounting by variants.

• Use the Opening balance entries list.
  This option is recommended for entering any other opening balances.

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