Keystone Accounting Installer Guidelines

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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

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