Any Manager Installers Here?

That involves several tasks:

  1. Install Manager. The task is progressively more complicated from: a) hosted server, b) stand alone desk top, c) intranet private server, d) Internet accessible private server.

  2. Design a chart of accounts to meet your desired and required reporting requirements. In particular is there aspects of your existing system you would like changed?

  3. Train you and your staff to use Manager

  4. Decided how much historical data from the old system is to be ported to Manager. Zero is often recommended but not everyone finds that optimal. The simples way is to enter old data the same way you plan to enter new data, going back a month, quarter or year. Electronic data transfer takes a few days solid work for someone with the motivation and ability.

  5. Set starting balances for everything prior to the start date.

  6. Enter data. In your existing work flow is this done by you, your book keeper, or electronic interchange (eg bank records, point of sales equipment, business to business electronic record interchange)

  7. Check reporting meets your requirements

  8. Stop using old system and rely completely on Manager

Which of these tasks do you currently want guidance with?