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Rachel Wegener

Rachel Wegener

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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?


Step 12 - Go live

a. Confirm that the correct Financial Year and Period Start has been set
  1. In the Live ledger, go to System > Administration.
  2. Select the relevant ledger, then click the Periods tab.
  3. Check what has been set for the Financial Year Starts and Financial Year fields.
  4. If for some reason it needs altering, please contact Service Desk.
b. Redo the opening balances as at the go live date. Import into the Live environment.

As per Step 6 above. 

Save a copy of the Opening balances file created for importing into Test, then update the figures and import into the Live environment.

c. Link the Special AccountsAs per Step 4 above.
d. Set up bank accounts / cheques / receiptsAs per Step 7 above.
e. Set up the statements and interest features, if using themAs per Step 8 above.
f. Redo and import the budgets (optional at this time)

This can be done after going live if they are not ready to be imported at this time.

As per Step 9 above.

g. Ensure all users created in LiveAs per Step 2 above.


Lastly, plan to have a Go Live celebration with your team!!!