Migration of Data and

Software Support.

Data Migration

There are a few variables when it comes to migrating to a new accounting system and some important things to take note of. First, let's examine your two migration options.

Full data migration

This option uses a third party to bring in one historical year’s worth of data and your current financial year. All the important lists will be brought in, such as customers, suppliers and products. All transactions will be brought in balanced to your cut-off date.

There are some limitations here with regards to classes or divisional reports, and we can explain this to you in more detail.

Some work needs to go into your current set of accounts to make sure that there is a smooth transition.

Information clean-up: It’s important to make sure the information you are migrating is correct, so verify from an accounting perspective that your data is accurate. What we mean by this is to clean up any old or incorrect customer and supplier balances and make sure all your bank accounts are reconciled and the balances are correct. If you track stock, please make sure your quantities are correct – use this as an opportunity to get rid of little gremlins that are in your data.

There could be a turnaround time here of up to five days, depending on the size of the data and complexity of the company.

New Setup with opening balances brought forward

Some clients would like the opportunity to tidy up their accounts, delete old customers and suppliers, and possibly change the way they do reporting and allocations.

This option will allow you to work with your current lists and remove what you don’t want to carry over.

You will pick an end date; this could be the end of your financial year but does not have to be. We will export your lists from your current system into Microsoft Excel and give you the opportunity to tidy these up and finalise what will be brought into the new system.

We will then set up a new clean database with the above lists and all balances as your end date. We will bring in detailed balances for your customers and suppliers so that your processing will be nice and easy going forward, i.e. all open invoices will be brought in, so your statement for each customer or supplier has the details of each transaction outstanding.

This is a great option if you are looking to get rid of historical issues in your accounts as well as improve the way you report and process your transactions.