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Steps – Going live with Client Account

BEST PRACTICE TIMELINE

Ensure you leave enough time to plan properly for going live. This will vary depending on your knowledge of Acquaint, the complexity and volume of your transactions, how much time you can spare etc. But as a general rule of thumb, allow 4-6 weeks.

Step 1 (week 1-2)

Operational training with Ciaran and Eleanor, which includes processing transactions and running statements.  Get comfortable with processing transactions, and how to correct mistakes etc.

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Step 2 (week 3-4)

Get first hour’s training on client account and bank reconciliations with Orla, then do a parallel run processing all transactions over a week or two, including completing your own bank reconciliations.

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Step 3 (week 4-5)

Prepare to go live. Agree cut-off date, prepare client balance breakdown on cut-off date.

This is the format you will need your opening balances in.

Step 4

Live date!

Old transactions are wiped, insert opening balances.  Further training on doing the first live bank reconciliation, including the client bank account balance report to ensure all transactions are correct. Start as you mean to go on!

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