Factors To Consider When Upgrading Your Finance System

This article discusses some of the points to be considered regarding Ledger Export when users of [email protected] and [email protected] are upgrading their Finance System.

[email protected] and [email protected] are typically required to integrate with Finance Systems such as SunSystems, Dynamics, SAP, Sage, Navision and Coda. This integration normally involves transaction data being exported using the Ledger Export function.

Factors To Consider

The following points should therefore be considered when upgrading your Finance System:

1. An upgrade to a new version of your existing Finance System does not in of itself mean that an upgrade of [email protected] or [email protected] is necessary.

2. Additionally, an upgrade to a new version of your existing Finance System does not always require changes to the Transaction Level Integration (Ledger Export).

3. In considering whether Transaction Level integration changes are necessary you should reflect on the changes to the Finance System being introduced as part of the upgrade. Put simply you need to determine whether the file which is currently being imported will successfully import after the upgrade. Factors which will influence this include:

a. Have there been any changes to the underlying Chart of Accounts as part of the upgrade. If so then we would normally need to redesign the interface. The scope of this will depend on the nature of the changes to the COA.

b. Has the database structure or application structure of the Finance System changed in the later version. For example has the structure of analysis categories, account code structures, mandatory fields etc changed.

How To Determine Integration Changes

If you are unclear as to the nature of the changes between the new and previous version of your Finance System then we recommend that you attempt an import of [email protected] or [email protected] data to a test system prior to go live (most clients who are upgrading their Finance System will have implemented the upgrade on a test server prior to go live).

This approach will highlight any failure points and we can ensure that these are addressed by a consultant prior to final go live.

For further information please contact your Service Provider or [email protected] Account Manager.