Conversion Process

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Converting from one system to another can be a time consuming process. The availability of your IT and accounting personnel will determine how long the conversion takes.

The conversion process is not a definate process, but can be accomplished many ways. Below is the recommended and more common way if it can be attained.

Y-Metro or Y-Vision Conversion
If you are converting from one of these systems you can expect anywhere from 2-4 months, and that is with a reasonable availability of your personnel. Three months is average.

Normally, using remote access we run the conversion several times until we work out any data issues and prove the system to be in balance. Once we've got a clean conversion (or at least close), you the client install the software on a few pc's in order to get some initial training for your main accounting personnel.

Proving the Conversion
You then need to prove the conversion by running a few reports and comparing them for the converted timeframe. Some good reports to compare are a balance sheet, several income statements, and a few accounts of G/L detail.

Going Live!

In Steps
You have the choice if you want to go live with G/L and A/P all at once or to do it in steps. You can go live on A/P at a later time and still run A/P on your old system. You would then import A/P from your old system every month. You would also need to reconvert just the vendors before importing.

Importing
Set up an import that imports from your old system. Go to G/L - Setup - Imports and see the help for how to create the import. You will need this before you can run parallel. You will also need to set up your imports for Sales and Payroll systems. After the initial conversion you should import a month or more and then compare figures on the same reports. Once you have done this you are technically ready to go live!

Final Steps to Going Live!

Conduct all training.
Run the final conversion, or if you are already running parallel, you are already there!
Notify your personell that you are now live on the new system and all reports will be printed from the new system.