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In order to complete the transition to full accounting in Control, you will need the following documents from your existing accounting system:

• Accounting
  • Chart of Accounts listing
  • Balance Sheet as of the Transition Date
  • YTD Income Statement as of the Transition Date
  • A/R listing, in summary or detail depending on the level of detail desired in Cyrious
  • A/P listing, in summary or detail depending on the level of detail desired in Cyrious
  • Unreconciled Payments Listing
• Credits and Deposits
  • Customer Deposit listing (WIP Orders with deposits)
  • Customer Credit listing (Credits owed to your Customers)
  • Vendor Credit listing (Credits you have with your Vendors)
• Production
  • WIP (Work in Progress) listing
  • Breakdown of costs already accrued on WIP Orders that are being tracked in the existing accounting system.
• Parts
  • Material Parts list
  • Current Material Part Costs (and units used for tracking)
  • Equipment list
  • Equipment Part Costs
  • Labor Parts list (the labor categories)
  • Labor Parts Default Costs (the cost used in estimating for each part)
• Inventory
  • Inventory Quantities On-Hand and On-Order
  • Purchase Order detail listing (if desired)
• Payroll (if being processed/tracked in Control)
  • Employee Payroll Detail (Taxes, Deductions, etc.)
  • YTD Payroll Summaries for Employees
  • Current State and Federal Tax Tables
  • Company Deduction and Benefit Plans
  • Employee advances outstanding listing

See Also