Migration of historic records can be problematic for clients and introduces challenges to the migration journey. To assist with this we have developed REDi History, which enables bulk historic import in a set of packages which does not conflict with current financial year reconciliations. This enables you to rapidly bring in previously closed data for record-keeping and minimise the problems in balancing of accounts.
The module allows the import of:
- Sales Invoice records (headers and lines)
- Purchase Invoice records (headers and lines)
- Payment (for invoices and purchases)
- General Ledger and sub-ledger records
- Jobs for Wiise
This provides you easy access to historical data in your new ERP without the requirement to reconcile all previous years in the data migration.
This enables the project to simplify with carry over balances for active tables, with history made available from previously closed periods.