Mod Cmplx Financials for BC: 8Wk Implementation US

Endeavour Solutions, Inc.

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

Added services T&M

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