Information! The course content is applicable for both Twinfield Partners and Twinfield Subscribers
All data migrations tasks are carried out to an agreed timetable, your consultant will discuss your data migration options requirements based of the complexities and size of your data.
Examples of types of data we can convert is listed in the table below.
- Review and completion of company setup details within the project document provided.
- Extraction of data from existing bookkeeping solution using templates and reports requested as described in the project document.
- The reports and templates should be compressed into a password protected ZIP file and uploaded to Share file (link will be sent closer to the date of your project). Please note, this information must be uploaded to Share file before the date of your data migration. Delays in providing data may impact the delivery dates of your project.
- Journal schedule of unpresented bank items in each bank account.
- Detailed checking of supplier balances and individual nominal codes
- Setup of credentials for MTD VAT gateway
Note: Data migration consultancy is performed offline the number of sessions is dependent on the complexities of your business needs, the agreed services are based on the implementation consultancy meeting.