Five decisions shape everything that follows, and each one is far cheaper to make now than to change in month four.
- Your functional currency, and the source you will use for exchange rates.
- Your chart of accounts — we will map your existing one rather than impose ours.
- Your document numbering, per branch and per document type.
- Who may approve a credit note, a price override and a manual payment match.
- The date you stop capturing in the old system. One date, agreed in writing.