Complete the following tasks to help validate that the firm's trial migration was successful. Any issues encountered should be brought to the attention of the firm's Implementation Consultant to ensure they are resolved before the launch migration.
Please follow the hyperlinks for instructions on how to complete each task.
Enter a new client called Test Customer, and under that client:
- Enter time
- Enter a disbursement
- Create a bill
- Post a bill payment
- Create a trust receipt
- Create a trust cheque
- Run Verify Client/Matter & G/L Balances under the Firm/Financial menu to ensure that the system balance matches. Please refer to PCLaw data from the day of the firm's data extraction.
- Re-check the last bank reconciliation done in PCLaw, on the day of the firm's data extraction, for all bank accounts (note that the opening balance for any General Accounts is not migrated to Unity® Accounting and will have to be entered manually).
- Verify that the last receipt number is correct in Global Settings.
- Verify your bill templates are available, especially if custom bill template(s) are needed.
- Review Lists > Disbursement Codes The data migration will create disbursement codes for all codes deleted in the past that still exist in transactions. Also review all code tax settings.