5 Tips for Painless Change of Your Accounting Software

Changing your company's management software is one of the most important steps a company can take. Change is one of the challenges that the company's staff must face and solve for the success of a technological migration project.

Here are five tips to consider simplifying the work and achieving the desired result.

1 - Perform a complete check up of the functionality of your current software

When changing accounting software, it often happens that the new software has additional features. For example, the integrated management of appropriations, the connection of recordings to e-mail and many other innovative features. Alongside these improvements, however, we also have "typical" functions of the old software that cannot be carried over to the new system. The important thing is to map all the differences in ordinary management and make preventive considerations. Some of these features will be fundamental and you will have to ask for their implementation, others will be of secondary importance and you will be able to fly over

2 - Plan your data migration well in advance.

Migration of data is one of the points that must be taken into account when changing accounting software. The advice is to migrate customers and suppliers to the maximum, to manually load the balances and the chart of accounts. Any other migration is advisable only if it is widely consolidated by your supplier

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3 - Check all the prints

Make a 1: 1 comparison of prints and print sizes. As well as for the functions, it is necessary to evaluate which information is fundamental and which is of secondary importance and therefore overlooked

4 - Change the software at the end of the accounting year

If possible, try to match the change in your accounting software with the change in the year. This will greatly simplify your management generation step

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5 - Change for the better

Only face the technological leap if your new software offers you a very high cost-benefit ratio. Technological improvement is not sufficient if it is disconnected to increase functionality. Switching from consolidated accounting software developed in an obsolete language to accounting software developed in recent technology but with a reduced set of features is a mistake.

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