Secrets to Successful Saasu Migrations Preso.

Last week one of Saasu’s most experienced Gold Certified Accounting Partners, Martyn Dominy from MYCFO, spoke on a webinar about his experience with Saasu and in particular how he works with his clients and the process of migrating them to Saasu Online Accounting.

We’re pleased to be able to share the archived presenation here for your review. It runs for just over 20 minutes and if you’re an Accountant or Business Owner interested in learning more about Saasu and how to migrate from your previous accounting system, this is going to be a helpful starting point. Thanks to Sholto from BoxFreeIT for organising this presenation as part of their new “Wednesday Matinee” series.

Some of the key takeaways from the presentation are:

• accountants unfamiliar with the Saasu migration process or lacking experience in doing so often don’t know the right questions to ask or where to start
• it’s important that the accountant qualifies the client need as much as possible in order to determine if Saasu can do the job that the client wants. This is best achieved by spending as much time as possible in front of the client, walking through their business to get a solid foundation to understand the best way to migrate
• There are 3 broad levels of migration to Saasu from a previous accounting system:
  1.Historical
  2. Trial Balance
  3. Roll Over Date.
  The Trial Balance approach is the most popular and recommended as it is the fastest and most efficient way to migrate to Saasu
• The quality of the data in the previous accounting file affects the success of the migration to Saasu. Note the difference between a “data cleansing exercise” and a “data migration exercise” when working with your clients

Things to be aware of during a Saasu migration include:

• Cash v Accruals for GST.
• Payroll – SGC Super Control Account vs Super Fund Control Account setup in Saasu
• Inventory exports to update price lists
• Statement Reconciliation to MYOB files.
• Balance Sheet Sub Ledger AR & AP vs General Ledger
• Posting to wrong Bank Accounts
• Payroll – SGC Super Control Account vs Super Fund Control Account setup in Saasu
• If you have greater than 1000 employees then Saasu is probably not right for you
• If you have greater than 10000 stock items then Saasu is probably not right for you

I hope you enjoy the presentation and find it helpful for your own business.