Overview
Implementing financials is centered around three things:
- 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
Procedure
Deciding to use Readysell financials
It is important you understand what your plan is for financials before you start financials implementation. While Readysell recommends you use our financials. You are free, and some sites do, to use a external financials program. Perhaps just using Readysell for sales, debtors and stock.
If you don't use Readysell financials. You will need to run a report out of Readysell's GL periodically. So that you have the figures to type into your external program. So you sill still need to ensure your Readysell financials are setup properly, so the reports you produce can be relied upon as source data for your external system.
Getting balances form your old system into Readysell
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
Running Readysell Financials as part of your day to day business
Running financials from a external financials package
Procedure for running financials from a separate software package..
Running financials from Readysell
The financials training guide covers the basics of running financials in your business. See: Financials Training Guide
The user guide covers using financials in more detail. See Financials
See also: Procedure for running financials from Readysell