...
- The extent to which you are going to use Readysell financials. Are you going to use Readysell financials, if so how much? There is a spectrum of choice between only using Readysell financials and using minimal Readysell financials, perhaps running most of your financials through a external program
- Getting your balances from the old system into Readysell
- Running your selected Readysell financials on a day to day basis
Widget Connector url https://www.youtube.com/watch?v=PcPEfOXeKKk&feature=youtu.be
Procedure
Deciding to use Readysell financials
...
Extracting balances from your old system is only part of the task. You also need to learn enough about Readysell financials to be able to enter those initial balances back into Readysell
See: Initial setup of financials including brought forward balances
Transitioning debtors and creditors to Readysell Lite
Your debtors and creditors balances in Readysell Lite start at zero. Your general ledger balances start at the balance that was in place in your old system. Over a few months, those two balances move towards each other. Until your general ledger and debtors/creditors balances move to the point when they balance. This happens when all your debtors/creditors in your old system have been paid or credited out. When the debtors/creditors balance in your old system becomes zero. See: Transitioning debtors and creditors to Readysell Lite
Running Readysell Financials as part of your day to day business
...
The financials training guide covers the basics of running financials in your business. See: Financials Training Guide
| Warning |
|---|
It is critical you read the financials training guide, watch some of the videos and understand all of the elements of the financials training guide that are relevant to your business. |
The user guide covers using financials in more detail. See Financials See also: Procedure for running financials from Readysell