Understand the software
install software on a server for network use or on a PC for single user
examine the example Set Up and TestCo transaction data
enter your own transaction data into TestCo and study the effects on reports etc.
study the standard source data - Sales Invoices, Purchase Orders, Time Logs, Fixed Assets
study the standard ledger transaction data, views and reports
if your want a consultant to demo the software please use Contact page to request a visit Build your data
add your own companies
enter your own Set Up data and use it in transactions
raise some dummy sales orders/invoices and purchase orders
enter your own accounts, customers, suppliers, products, analysis codes (cost centres), fixed assets etc.
establish any web site linkage using COM, XML, E-mail and FTP
perform workstation installation of software on user PC's
reset the Start Menu, Acceptum Target property to point to the central serverDecision time
establish how many concurrent users you need at peak times
establish that the software meets your business requirements
establish if any changes are required to your current business processes
if not 100% happy, review if bespoke software changes are required to meet your business processes
obtain a quote for any bespoke software changes
complete the software order form and send to RCL with full payment to obtain a license After ordering
amend standard reports to your own requirements
cut over opening balances in company ledgers (including stock levels)
cut over open customer and supplier invoices/balances
cut over Budgets, Fixed Assets, Purchase Orders, Sales Orders etc.
start using the software on a daily/regular basis