Business Functionality
Overview
Ready to learn more about Migration720 and how to use it? Check out some of our resources, which include detailed documentation on documents and templates as well as many useful setup and user guides.
| To | See |
|---|---|
| Get familiar with how to map accounts from the migration to existing accounts or create a new chart of account | Chart of Accounts |
| Get started with the import of all transactions and learn how to refresh your data after a test migration. We will also cover how you migrate all PDF-documents to Expense720 | Migrate transactions |
| If you want to migrate your customers and suppliers you will need to import payment terms first | Payment Terms |
| Import of Customers and create them on behalf of the customer template | Customers |
| Import of Suppliers and create them on behalf of the vendor template | Supplier |