Action Guide: First steps to get started with your new Traction account

This article will walk you through some of the first steps you should take when setting up your new Traction account

In our 3 Steps to Get Started with Traction Accounting our video tour walks you through some of the key actions you need to take when getting started with Traction Accounting.

Common First Steps to Take when Setting Up Your Traction Account

Basic Accounting

  1. Create Your Business Entities
  2. Setup your Chart of Accounts with common farming accounts
    1. You will also need to add additional accounts (bank accounts for instance) that are unique to your business.  If you want to add subheadings you can do that as well.
    2. If your bank is supported by Plaid, you can also connect and sync transactions from your bank accounts to your account register.
  3. Adding Transactions to your Account Register
    1. Adding a basic transactions
    2. Adding a family living expense
    3. Adding an inventoried supplies purchase
  4. Add Your Farms, Fields, Boundaries, and Crop Years
    1. Adding Farms and Fields
      1. Manually
      2. via Shapefiles
      3. via Climate FieldView
      4. via John Deere Operations Center
    2. Adding Crop Years to Fields
  5. Add Your Contacts
  6. Add Your Equipment
  7. Add Your Products
    1. Managing Products Inventories

    Basic Operations

    1. Add Your Farms, Fields, Boundaries, and Crop Years
      1. Adding Farms and Fields
        1. Manually
        2. via Shapefiles
        3. via Climate FieldView
        4. via John Deere Operations Center
      2. Adding Crop Years to Fields
    2. Add Your Equipment
    3. Add Your Personnel
    4. Add Your Products
    5. Add Your Storage Locations
    6. Add Your Field Records
      1. Tilage Record
      2. Seeding Record
      3. Application Record
      4. Harvest Record
      5. via your Climate or John Deere Operations Center Integration

    If you need addition help, Traction's Customer Success Team may ask you to grant them access to see your account.