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.