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Tips and Tricks for Upgrading Catie Cotcher
13

Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Jan 20, 2016

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Lenard Dorsey
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Page 1: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Tips and Tricks for Upgrading

Catie Cotcher

Page 2: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Session Overview

• Getting to know your clients data file

• Data file integrity and considerations

• Reports

• The MUSTS to check

• What happens if there is a problem

Page 3: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Getting to know your clients data file

• The more you know about where the data has come from or where it needs to go the better

– Check Ctrl 1 • Understanding the Ctrl 1 window • What are the different upgrade paths• Where do I go from here

Page 4: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Getting to know your clients data file

• Understanding the Ctrl 1 window • What are the different upgrade

paths• Where do I go from here

Page 5: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Data file integrity

• It is crucial to run a verify on your clients data previous to upgrading. If there is an issue in the version that they are using it will only get worse once upgrading

• Things to look for:– Speed of file– Trial Balance balances– Item Lists, are these clean

Page 6: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Data file considerations

• What size is my clients file?• If large, do they need all the information or can we use the Data

clean up company tool• What does the Data clean up company tool do• Should I back up or create a portable company file if later than

08/09• How many memorised reports, transactions and templates do they

have

Page 7: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Reports

• Check list – GST Report– Trial Balance Report– Balance Sheet– Profit and Loss

– Then check, have they changed?

Page 8: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

The MUSTS to check

• GST Codes– Check multiple agency accounts– Are the preferences correct– These are the force behind transactional data– If they are not upgraded correctly, they simply will not work, nor

can they be changed– Tax Lines must be aligned correctly– Example

Page 9: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.
Page 10: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.
Page 11: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.
Page 12: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

What happens if I have a problem?

• Go back and check all documentation before upgrading, is there a difference?

• Data integrity after upgrading is now not verifying• Things you can try• Data services

Page 13: Tips and Tricks for Upgrading Catie Cotcher. Session Overview Getting to know your clients data file Data file integrity and considerations Reports The.

Thank you