“Lisa Bloch not only fully understands the complexities
of the software itself but also how to best utilize it for an individual
business.…” > read
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Implementation is the process of putting the design in place and ensuring
that it functions exactly the way you want. A professionally designed set
up will assure correct configuration and enhance your ability to produce
financial reports with accurate essential data. Set up includes, but is
not limited to, the following:
- Establish whether data conversion from old system is appropriate
- Populate the chart of account with starting balances
- Determine whether to enter transactions on a summary or detail
level
- Create list and protocols for inventory and service items, customers and vendors
- Enter detail level accounts receivable and accounts payable
- Set up payroll module for easy preparation of payroll and tax liabilities
- Enter YTD payroll data for employees and liability accounts during
mid-year conversions
- Enter ending statement bank balances and outstanding checks & deposits in transit
- Verify trial balance
- Customize reports to produce meaningful data
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