What migrates and what does not when changing packages, the best moment to switch and the checkpoints for the migration plan. Including retention.
When changing software, the chart of accounts, relations, open items and journal history usually migrate well, mostly via an audit file (XAF). Document attachments, processing rules and settings migrate poorly or not at all. Knowing that in advance lets you build the plan around it: move the hard fi
The chart of accounts. Account numbers and descriptions come across via the audit file or an import. Watch the mapping to VAT codes: that is package-specific and almost always has to be rebuilt. Relations. Debtors and creditors with name, address and VAT number. Pollution migrates along happily, so
Document attachments. The scanned invoices and receipts behind the entries are not in an audit file. Some vendors offer a bulk export with a mapping file, others only individual downloads. This is the biggest surprise in most switches, so ask about it before you cancel. It belongs to the data portab
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