...
| Task | Live | Test | Done? | |
|---|---|---|---|---|
| 1 | Create the Entity and Ledger in GL2 | X | X | |
| 2 | Create users | X | ||
| 3 | Set up the chart of accounts | X | ||
| 4 | Link the Special Accounts | X | ||
| 5 | Export the chart of accounts and map the existing trial balance to the GL2 accounts. | |||
| 6 | Import the accounts, sub-accounts, legacy accounts and opening balances | X | X | |
| 7 | Set up bank accounts / cheques / receipts | X | ||
| 8 | Set up the statements and interest features, if using them | X | ||
| 9 | Import budgets, if required | X | ||
| 10 | Training - train all users | X | ||
| 11 | Testing - if required, process a month or more of data, testing all required features and functions. | X | ||
| 12 | Go live | |||
| a | Set the correct Financial Year and Period Start | X | ||
| b | Redo the opening balances as at the go live date. Import into the Live environment. | X | ||
| c | Set up bank accounts / cheques / receipts | X | ||
| d | Set up the statements and interest features, if using them | X | ||
| e | Redo and import the budgets, if using this feature | X | ||
| f | Ensure all users created in Live. | X |
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Follow these steps - 15729315
Step 10 - Train all users
Conduct training sessions for all users. They need to be able to assist with User Acceptance Testing, as well as be able to do their job GL2 when it goes live.
Step 11 - Complete User Acceptance Testing (UAT)
Determine what type of testing will be done, and who will participate in this important process. Will you re-process one or more month's of data in Test, or will you just complete the areas outlined in the User Acceptance Testing document?