| Preparation |
Your current installation should be checked for data integrity,
un-required data should be purged. All required data must be output
and formatted as required for conversion |
Customer |
| IRIS Accounts Office Installation and Company
Configuration |
You must install the software and add all required companies.
The company specific configuration must then be carried out |
Customer |
| Collect source data and blank IRIS Accounts Office
installation |
Via a remote connection (subject to network availability)
transfer the required system data to our offices |
IRIS Accounts Office support |
| Data re-mapping |
Re-map data to IRIS Accounts Office formats |
IRIS Accounts Office support |
| Sign off re-mapped Data |
You will be supplied with the re-mapped data files to
check prior to the import being completed; your signed acceptance
of the files is required |
Customer |
| Import Static Data |
Import the Customer, Supplier and Stock database records |
IRIS Accounts Office support |
| Import Opening Balances |
Import Customer, Supplier and Stock (quantities only) Opening
Balances (all other Trial Balance account balances must be entered
manually by you upon completion of the conversion) |
IRIS Accounts Office support |
| Supply populated IRIS Accounts Office installation |
Via a remote connection (subject to network availability)
transfer the converted system to your offices |
IRIS Accounts Office support |
| Verify Converted Data |
Ensure all customer, supplier and stock information is as
expected |
Customer |
| Finalise Trial Balance Account Entry |
Enter remaining Trial Balance account opening balances |
Customer |
| Reconcile Financial Balances |
Reconciliation of Customer/Supplier balances and stock values
without the need to post data |
Customer |
