This client struggled with a badly implemented Sage system on Unix. Training was minimal and efficiency low. Many manual books were maintained, duplicating the information in the accounting system.
We implemented SunAccounts to deal with their unusual reporting requirements. The business rules module was configured to speed up data input and help validate the VAT and departmental reporting. Vision was implemented for reporting and journal import.
We implemented the sales invoicing module and implemented an ODBC link from SunAccounts to an external program. We co-ordinated with their major supplier so that their regular 500 line invoice could be imported into SunAccounts using Vision.
We extracted the information from their old system including prior year comparisons. This was imported using Vision and validated by business rules. With the implementation of the purchase invoice register to assist with the invoice approval process, the final manual book was eliminated.