Getting Started #
Go-live is the final step in your implementation journey. This phase is where all your preparation pays off as you transition into an active production environment.
If you’ve practiced your job responsibilities and financial processes in the Test Company, you’re ready to run transactions with confidence in the Live Company.
Key Steps for a Successful Go-Live #
- Verify Security & User Access
- Ensure all users and roles are set up correctly.
- Test login credentials and access levels.
- Confirm Setup & Balances
- Run trial balances and reconciliation reports.
- Validate job cost, AP, AR, and GL balances.
- Perform Final Data Loads (if applicable)
- Load any outstanding balances or open transactions.
- Start Running Live Transactions
- Enter AP invoices, process payroll, and track job costs.
- Run standard business workflows in Vista.
- Monitor and Troubleshoot
- Identify any unexpected issues early.
- Use TAD’s tools to quickly correct any errors.
By following these steps, your go-live process will be smooth, controlled, and successful, setting your company up for long-term success in Vista.
Beginning Balance Loader Example #
[balance_types_form]