Checking your accounts after conversion

The following checklist can be used to ensure that your accounts have been set up correctly and that the master data is correct.

Once data has been converted:

• Check and customise any data – Chart of Accounts, accounting, master data. Remember to check that the bank account is set to ‘bank’ in the ‘Account type’ column in the chart of accounts.
  • Read more about Charts of Accounts here…
• Customise number sequences, check that the number sequences match the accounts.
  • Read more about number sequences here…
• Check your accounting year.
  • Read more here…
• Check your E-mail set ups.
  • Read more here…
• Customer
  • Check your electronic invoicing (UBL).
  • Read more here…
  • Check and set up your templates.
  • Read more here…
  • Check your contacts/e-mail set ups.
  • Read more here…
  • Customise your invoices.
  • Read more here…
  • Set up your logos.
  • Read more here…
  • Set up your automatic settlements.
  • Read more here…(English link coming soon)
• Vendor
  • Check your automatic payments (bank set up).
  • Read more here…(English link coming soon)
• Inventory
  • Check your inventory management set up.
  • Read more here…(English link coming soon)
  • Check your Bills of materials (BOM).
  • Read more here…(English link coming soon)
  • Check your Variants.
  • Read more here…(English link coming soon)
  • Check your batch- and number series management.
  • Read more here…(English link coming soon.)
• Sales and Order management.
  • Set this up.
• Implement and train staff.

Converting from C5
Converting from e-conomic
Converting from eCtrl
Converting from NAV