Migration Options
Choose the migration path that best fits your current business setup.
New Business
Starting from scratch without historical records.
- 1No records for Migration Needed
- 2You can add items in regular process
- 3For Inventory bulk upload, Phecom will provide a excel format for one time upload
Manual Setup >> Phecom
Transitioning from paper-based or manual records.
- 1For Accounting Prepare ending trial balance from last day of transactions, this includes subsidiary ledgers from reflected balances in general ledger in trial balance (eg Accts Payable, Accts Receivable, cost centers etc)
- 2If ending trial balance and subsidiary ledgers are already prepared. Check General Ledger in the trial balance if it is included in the list of Ledgers in the Phecom Chart of Accounts
- 3If some of the your GL is not in the list of Phecom Chart of Accounts, you may add it by following Setup GL/SL procedures
- 4After completion, Create an Accounting Entry based from ending Balances of your ending trial balance
Existing System >> Phecom
Moving from another automated or software system.
- 1For Accounting Prepare ending trial balance from last day of transactions, this includes subsidiary ledgers from reflected balances in general ledger in trial balance (eg Accts Payable, Accts Receivable, cost centers etc)
- 2If ending trial balance and subsidiary ledgers are already prepared. Check General Ledger in the trial balance if it is included in the list of Ledgers in the Phecom Chart of Accounts
- 3If some of the your GL is not in the list of Phecom Chart of Accounts, you may add it by following Setup GL/SL procedures
- 4After completion, Create an Accounting Entry based from ending Balances of your ending trial balance
***If Ending Trial Balances cannot be established, message us at Phecom for assistance, we will provide a template for migration.