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GO-LIVE Checklist
IMPORTANT: Things to have completed before going live:
Count Stock Quantities (Immediately prior to go live date)
You will need to do either a physical inventory count and enter the stock quantities immediately prior to using Windward Software or you may be able to export stock quantities from your previous system and import into Windward Software.
Backdate these to the true date of transaction and record the deposit amount and date, then do a trial balance to confirm the accumulated balances in cash clear/deposit on WO account are correct. Next record and post a journal entry to reverse the accumulated amounts and have this entry dated just prior to go live date by debiting the Customer Deposit Account and crediting the Cash Clearing Account.
See the link below to review the video:
http://wiki.wws5.com/doku.php?id=training:deposits_on_wo_go_live0806031006
Things to have completed before the end of Month 1:
http://wiki.wws5.com/doku.php?id=training:entering_starting_account_receivable_balances_v6050
http://wiki.wws5.com/doku.php?id=training:entering_starting_account_payable_balances_v6050
http://wiki.wws5.com/doku.php?id=training:creating_starting_journal_entry_v6050
Other settings that should be verified:
Double-check the setup-wizard to ensure that the following key components have been reviewed and set-up. Those with an asterisks (*) are mandatory and those without are optional meaning that they only apply to certain industries that may be using those features.