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changes.mady.by.user Diane Partridge

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changes.mady.by.user John Nairn (Unlicensed)

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The recommended procedure is to start Readysell Lite with no debtor or creditor balances. Then pay our the existing balances in your old system over time. This will require you to print two statements for  your customer for a period of time until the full balance on your old system have been completely paid.

Once the balance in your old system is zero for debtors and creditors. You can start just entering payments into Readysell only.

Warning

Make llMake sure payments for debtor and creditor open items in your old system are entered into your old system only! Also make sure payments for Readysell Lite are entered into Readysell Lite. It is very common for sites to get this mixed up and end up with unbalanced information in both Readysell Lite and your old system!


Warning

If you are using Readysell bank reconciliations you have to:

  • Enter only the part of each payment that relates to your old system into your old customer or supplier system
  • Enter the FULL amount of each payment into Readysell. Split as follows:
    • Only the amount of the payment that relates to debtors or creditors are entered into the debtors or creditors transaction
    • The Balance (full amount less amount that relates to Readysell debtors or creditors) needs to be entered as a banking. This is equal to the part of the payment, if any, that had to be entered into the old system.
Warning

Dates are important. Make sure you date:

  • all payments entered into your OLD system and Readysell to a date AFTER the go live date.
  • do not date any payments before the go live date. As doing so would change your openning balances. Making balancing the cut over figures very difficult.

Procedure

Customer Payments Received via Direct Deposit onto a Bank statement

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