- 01
Verify setup
Confirm company details, financial year, accounting mappings, tax, bank/cash, users, partners, items and warehouses.
- 02
Verify opening data
Confirm Trial Balance debit equals credit and AR, AP and inventory schedules reconcile.
- 03
Test core workflows
Create one controlled sales flow and one purchase flow and review the resulting accounting and stock movements.
- 04
Test outputs and notifications
Print/export key reports and test invoice email or WhatsApp where the company will use them.
- 05
Create a verified backup
Create, verify and download a company backup before live processing begins.
- 06
Start live operation
Confirm the go-live date with users and stop entering new transactions in the old system.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.