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- Go to System and click Administration.
- In the entity tree, click on the entity that you wish to add an entity below. E.g. click on ADRA South Pacific to add ADRA Samoa.
- Click on the Add Entity button.
- Complete all the fields, then click Save.
Type - selecting the entity type determines the default chart of accounts that ledgers for this entity will have.
Warning Ensure that the right type is chosen as this setting should not be changed once entries have been processed in the ledger/s.
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Step 8 - Set up the statements and interest features in the Test environment
- Interest - 15728785How are interest calculations set up?
- Statements - 15729289 How do I set which accounts will have statements produced?
Step 9 - Import budgets
Follow these steps - 15729315How do I import a budget?
Step 10 - Train all users
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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 |
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| 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 Accounts | As per Step 4 above. |
| d. Set up bank accounts / cheques / receipts | As per Step 7 above. |
| e. Set up the statements and interest features, if using them | As 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 Live | As per Step 2 above. |
Lastly, plan to have a Go Live celebration with your team!!!