| General ledger |
Chart of accounts (restructured if you want it to be), opening balances, and period balances or detail for history |
We recommend seven years of history |
| Customers and receivables |
Customers, addresses, contacts, terms, salespeople; open invoices and credits; paid history |
Open items always; history by agreement |
| Vendors and payables |
Vendors, 1099 settings, terms; open bills and credits; paid history |
Open items always; history by agreement |
| Inventory and purchasing |
Items, warehouses, costs, on-hand quantities; open purchase orders |
Quantities and costs at cut-over |
| Payroll |
Employees, pay codes, deductions and benefits, tax set-up; year-to-date figures for a mid-year start. Into Acumatica's own payroll, or a more specialised payroll system we integrate with when your company needs it. |
Current year to date |
| Trucking data |
Trucks, drivers, carriers, customers, stops and rates from your trucking or dispatch system, or from the spreadsheets that hold them; open loads |
Master data and open items; history by agreement |
| Fixed assets, bank rec, projects |
Assets and books, bank accounts and outstanding items, open projects |
By module in use |
| Saved reports and lists |
Rebuilt as Acumatica generic inquiries and reports; we map the ones your people rely on |
Agreed list from the assessment |