When changing an accounting software, it often happens that the new software has additional features. For example, integrated management of funds, linking registrations to e-mail and many other innovative features. Alongside these improvements, however, we also have “typical” functions of the old software that cannot be carried over into the new system. The important thing is to make a mapping of all the differences in ordinary management and to make preventive considerations. Some of these features will be fundamental and you will have to ask for their implementation, others will be of secondary importance and you can overlook
2 – Plan your data migration well in advance.
Data migration is one of the points that must be taken into consideration in a change of accounting software . The advice is to migrate customers and suppliers to the maximum, to manually upload the balances and the chart of accounts. Any other migration is only advisable if it is well established by your supplier
3 – Check all prints
Make a 1: 1 comparison of printouts and print sizes. As for the functionalities it is necessary to evaluate which information are fundamental elements and which are of secondary importance and therefore can be overlooked
4 – Change the software at the turn of the accounting year
If possible, try to match the change in your accounting software with the change in the financial year. This will greatly simplify your management generation transition
5 – Change for the better
Only take the technological leap if your new software offers you a very high cost-benefit ratio. Technological improvement is not enough if it is disconnected from increasing functionality. Going from an established accounting software developed with an obsolete language to an accounting software developed in recent technology but with a reduced feature set is a mistake.