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Mod Cmplx Financials for BC: 8Wk Implementation US
Endeavour Solutions, Inc.
Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability and completeness of your 8 Wk financial implementation based on our 30+ years in Microsoft Dynamics ERP.
Kick-off Discovery Session to validate Financial requirements
Financials and General Ledger
- Multi-company (up to 3) and multi-currency (up to 3)
- Setup of 2 Global Dimensions (up to 4 dimensions in total)
- Setup of Bank Accounts with import from bank for reconciliation (up to 3)
- Accounts Payable (up to 2 formatted cheques + EFT for 3 Canadian bank accounts).
- Account Receivable
- Departmental Budgets
- Inter-company posting / consolidation
Data Migration from Current Financials
- Data Migration using a test company
- Data Migration of Customers and Vendors
- Redesign of CoA (Chart of Accounts) for optimal use in Business Central
- Data Migration of opening balances for AR, AP, GL with 2 years of GL history
- Excludes data extraction from your old system and data cleansing, your team will be provided import templates. Dynamics 365 Business Central Tenant
- Provisioning of licenses and tenant for up to 20 users
- Integration with Office 365
- Workflow approvals and routing (up to 3 workflows, 1 level deep)
Remote Virtual Classroom training (less than 5 users)
- Train the Trainer for building super-users
- Navigation, filtering, sorting, and screen personalization
- Financials and dimension analysis
- General Ledger, Posting Setup (GL, Customer, Vendor) Dimensions, Bank Reconciliation, Currencies, Financial Reporting
- Budgets
- Intercompany posting
- AP payment processing and reconciliation
Advanced forms layout design
- Format cheque / check layout (stub, header, and footer) for up to two standard cheques.
- Layout customizations to Sales Quote, Sales Invoice, and Purchase Order reports.
- Forms training on modifying layouts for Sales Orders and POs
Implementation Support
- Recommendations for User Acceptance Testing and Change Management
- Dedicated support hours for Go-Live
Project Management
- Weekly communications
- Schedules and Resource allocation
- Scope, strategy and tactical discussions during the Implementation Project
Added services T&M
At a glance
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