Starting on SaaSplications

To go live successfully please follow these steps

Area	Status	Details	Responsibility
Admin		Setup all required host companies ABN, Web address, Logos, Address, contact details etc Sales Channels, Divisions and Departments Base Currency, GST, BAS Set Display colour for different companies (Profile settings) Relationships between entities for intercompany trading (Relationships) See: Host Company (your business/s)
Finance		Setup Chart of Accounts (can be imported from Excel) See: Managing the Chart of Accounts Create financial periods. Recommend creating FY prior to starting operation in order to record Retained Earnings See: Financial Years
Sales of stock items		Setup Delivery Charges for customers See: Host Company (your business/s)#Currency/GST/BAS/Freight
Admin		Set Stock Control Settings See: Maintain Stock Control Settings
Employees		Setup employees and contractors Persons (who are employees) Employee Records for those persons Roles to the employees See: Adding and Managing Users in the System
Finance		Setup Customer and Supplier Terms See: Host Company (your business/s)#DebtorandCreditorAgingTerms
Sales		Setup /wiki/spaces/SE/pages/32638092 Add all customers (Persons and Companies) See: Importing People and Companies
Purchasing		Add all suppliers (Persons and Companies) See: Importing People and Companies
Finance		Setup GL Control Accounts Setup Bank Accounts in GL and on Host Company See: Creating and Managing Bank Accounts Setup Relationships between entities for intercompany trading (Relationships) See: Host Company (your business/s)#Relationshipsbetweenhostcompanies Setup loans between host companies See: Loans Between Trading Entities Setup owned entities (owned by the host company) See: Customers and the Debtor Card#Acompanymaybeownedbyanumbercompaniesorpersons See: Financial Reports including Balance Sheet, Profit and Loss, Trial Balance, Aged Debt and Payable Setup Fixed Assets Depreciation GL accounts See: Financial Fixed Asset Register
Finance		Cash sale entity, Minimum GP%, Target markup %, Auto Allocate Invoices, Auto off credit hold, Max debtor and creditor write off adjustments See: Host Company (your business/s)#Sales/Credits/StopSupplySection
Sales		If using price lists - Set default price list See:Host Company (your business/s)#Sales/Credits/StopSupplySection
Admin and Sales and Finance together		Setup Host Company Profile Settings See: Host Company (your business/s)#HostCompanyProfileSettings
Stock		Setup Warehouses + default warehouse on host company - see Warehouses and Stock Locations Setup Stock Categories - see Article Categories Import stock definitions and images- see Importing Articles Process Setup Individual Supplier defaults (use by days, order cycles weeks, delivery days, Inco terms, Brands etc) Setup price lists if required - see Managing Pricing when you sell products
Services		Setup all services required - see Services General Overview
Assets		Setup all assets required for the business - eg Delivery Vehicles, Buses, etc See: Assets and Setting up Vehicle Assets for Hire
Open Transactions		Manually enter or import Open Invoices (Debtor and Creditor) - see Importing Open Transactions and Setting up new Companies
Domain changes to ensure emails are received by your customers.		The system is going to send out emails that are from your company - these will be blocked by some spam filters unless you update your internet domain registration Microsoft have implemented two new security checks. The simplest one appears to be an SPF record (and a very similar Sender ID record). Your domain registration needs to include an SPF record that tells the world (including microsoft) that our server sends emails from your email address. The SPF and Sender ID records are a text record in a particular format. There is a wizard to create the correct text to add to the text record. See a wizard here https://www.dynu.com/NetworkTools/SPFGenerator The generated SPF record starts with "v=spf1". Change this to "spf2.0/pra" for the Sender ID record You will need our IP address to create the spf records.
Can be after go live
Finance		GL balance history Create Retained Earnings Create the FY prior to the one requiring retained earnings using Financial Years Add a general journal (revenue to balance sheet clearing account) Close all periods - Retained Earnings will calculate for the following year Upload balances for every GL account every month do not include bank GL accounts. Trial balance for each month from old system Calculate change between each trial balance Create journal with the changes (offset a clearing account) Zero all balances just prior to go live (reverse current trial balance + account balances) Enter opening balances journal Enter opening balances journal for every bank account individually
Fixed Asset Register		Populate the fixed Asset register with assets being depreciated See: Financial Fixed Asset Register