Understand the software
install software on a server for network use or on a PC for a 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 - Supplier Invoices, Pending Journals, Fixed Assets
study the standard ledger transaction data, views and reports Build your data
add your own companies
enter your own Set Up data and use it in transactions
raise dummy supplier invoices, journals and fixed assets
enter your own accounts, customers, suppliers, products, analysis codes (cost centres), fixed assets etc.
perform workstation installation of software on user PC's
reset the Start Menu, ClearSEAs 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
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 and Fixed Assets
start using the software on a daily/regular basis