https://store-images.s-microsoft.com/image/apps.49614.14f54100-b729-4137-9123-81e2ea35cfe4.5e7d67b6-6e93-4757-b9eb-8d0f80b0387a.e545c1f3-56fb-45d4-9254-7362d7c64cd3

Moderately Complex Financials: 8-Wk Implementation

Endeavour Solutions, Inc.

Endeavour Solutions is confident, yet cautious. We promote a view of safety, stability, and completeness of your 8wk 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

Added services are hourly.

At a glance

https://store-images.s-microsoft.com/image/apps.55518.14f54100-b729-4137-9123-81e2ea35cfe4.5e7d67b6-6e93-4757-b9eb-8d0f80b0387a.49aeff6c-025e-4efe-aca1-c0bea9f94a8c