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Financials QuickStart: 1-Wk Implementation

Basileia Consulting Group, LLC

Get your small business up and running in weeks, not months, on a comprehensive, yet easy-to-use solution!

This engagement includes functionality to facilitate the most common business processes from day one, including quotes, orders, invoicing, purchasing, inventory, cash management, and reporting.

Deliverables

  • Your company will be able to conduct the following financial functions: GL, A/P, A/R, inventory and PO management, and electronic bank reconciliation.
  • Includes General Business Set up; Office 365 integration; Chart of Accounts; Default Financial Statements; GL Posting Groups (1 ea) for General Business, General Product, Customers, Vendors, Banking and Inventory; (1) Customer Template; (1) Vendor Template; Yodlee Bank Feeds for Electronic Bank Rec; Importing Vendors, Customers and Products; Configuration of Power BI Dashboard; Online How-to Documentation for all functional areas provided by Microsoft.

Note

  • Customer must provide the following: Chart of Accounts, Customer Master List, Vendor Master list, Products Master list.
  • Open A/R and A/P will be entered manually by customer as a part of system training.
  • Does not include custom report creation, historical data migration, or custom coding/functionality/integration with other line of business systems.
https://gallery.azure.com/artifact/20151001/basileia.finqs-1.1.0.1/Artifacts/SampleImage/5196b4d0-0149-47e3-9eb1-3be0d86d868c.png
https://gallery.azure.com/artifact/20151001/basileia.finqs-1.1.0.1/Artifacts/SampleImage/5196b4d0-0149-47e3-9eb1-3be0d86d868c.png
https://gallery.azure.com/artifact/20151001/basileia.finqs-1.1.0.1/Artifacts/SampleImage/8a76222b-a19b-431a-a5b4-b6035365321f.PNG
https://gallery.azure.com/artifact/20151001/basileia.finqs-1.1.0.1/Artifacts/SampleImage/c6cc344d-8821-4396-9610-355dfd75a948.PNG
https://gallery.azure.com/artifact/20151001/basileia.finqs-1.1.0.1/Artifacts/SampleImage/84816f5f-cabd-4442-9725-50a6f166c9c4.PNG