Setup & Conversions

If you are looking for a new accounting software program to provide cost savings, time savings and data accuracy – then we will be able to help you.

We work with a range of software programs and can set up a new system for your business or take care of the conversion of data from one accounting program to another.

Agreed rate Setup & Conversion Packages

Setup (New file)

  • Setup software program
  • Custom chart of accounts
  • Setup bank accounts and bank feeds
  • Setup rules
  • Setup Invoice template
  • 1 hour training

Setup & Conversion

  • Manage conversion process of data file as is
  • Data conversion – average 5 business days without ability to add new data
  • Review file to confirm settings and mirror in new file
  • Setup access for up to 5 users including accountants access with broad permissions
  • Setup up special format forms and customised reports
  • Undertake checking to confirm data matches pre-conversion file on accrual basis
  • Accounts receivable and payable ledger
  • Reconcile bank /credit card accounts to most recent reconciliation dates

Setup, Conversion & Training

  • Manage conversion process of data file as is
  • Data conversion – average 5 business days without ability to add new data
  • Review file to confirm settings and mirror in new file
  • Setup access for up to 5 users including accountants access with broad permissions
  • Setup up special format forms and customised reports
  • Undertake checking to confirm data matches pre-conversion file on accrual basis
  • Accounts receivable and payable ledger
  • Reconcile bank /credit card accounts to most recent reconciliation dates
  • Additional customised invoices and customised reports
  • Conversion of payroll for up to 10 employees
  • Block training at our office or telephone/email support over a 3-month period
  • BAS processing and training, and payroll training included in training and support if required
  • Dedicated account manager for conversion and support within RBS office hours

Contact us to organise your tailored package today: (07) 4795 1181.