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