Fixed Information Transfer
This is a list of just some of the fixed information to be transferred. Please note that it is not a definitive list.
Company Information
Business Name, Address, Tax Information, Year End,
Nominal Accounts / Chart of Accounts
Fixed Assets, Investments, Bank & Cash Accounts, Loans, Equity, Taxes, Accruals, Prepayments, Sales, Cost of Sales, Expenses, Budgets, Prior Year Comparatives, Currency,
Taxation
Corporation Tax, VAT, PAYE, CIS, Intrastat, EE Sales List,
Customers
Name, Address, Ship To Addresses, Contact Details, Terms, Discounts, Bank Account, Credit Limit, VAT Number, Sales Orders, Back Orders, Quotations,
Suppliers
Name, Address, Contact Details, Terms, Discounts, Bank Account, VAT Number, Default Account, Purchase Orders,
Products and Services
Stock Name and Number, Description, Price, Default Account, VAT Code, Bill of Materials, Units of Measure, Bins & Lots, Bar Codes, Labelling, Minimum Order Quantities, Order Discounts, Freight Charges,
Employees
Name, Address, NINO, Salary, PAYE Code, Marital Status, Gender, Contact Details,
Other
Starting Numbers, Templates and Layouts, Authorities, Security, Back Up, Reporting, Disaster Recovery, Memorised Transactions,