Keystone Accounting Installer Guidelines

Installers Guidelines

PreInstall

Collect & Learn

• Review Quotes
• Determine Specials
• Contact Customer
• Data conversion?
• Sample form items (checks, invoices, statements)
• Financial Statement Sample

Plan

• Install Date
• Implementation Plan

Before Installation Requirements

• Remote Access verified
• Conversion Verified
• Server/Network Installed

Remote Access:

• pcAnywhere Modem
• pcAnywhere ip
• RDC/TS

Communicate with customer

• Confirm install dates.
• Explain that extra time work to employees
• "2 way commitment"

Install

Verification Process

• AP (Old System vs. New)
• AR (Old System vs. New)
• GL (Verify Key Accounts, Cash,AR,AP…)
• CM (Rarely brought online during install)

Install Wrapup

Document in Supp This:

• Interbase License info
• Before after critical balances (AR,AP, Criticial GL)
• No. of CC Users
• No. of DB Users
• Connection Info
• Apps Installed