LATEST UPDATE: 14 April 2023.
These tasks ensure that existing data is ready for migration to an Infusion datafile. The migration utility includes functionality checks for this.
Download the latest Migration Utility App.
Download PDF Checklist : Pre-Migration Data Preparation Checklist - Infusion[PDF]
Download Word Checklist: Pre-Migration Data Preparation Checklist - Infusion [DOCX]
Task | Actions |
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VFP is operating on the latest version |
Check your current version in the title bar of VFP. Check for the latest release version here. If an upgrade is required, refer here. |
Partially posted invoices |
Go to Admin >System Reports > Check for Partially Posted Customer Invoices — run for 3 years Resolve any issues reported. |
Allocate Customer Unallocated Payments
|
Go to Customers > Reports > Customer Unallocated Payments Pay off any Unallocated Payments and Credit notes where possible. For very old transactions where the payment is $0.00, date the transaction as old as possible (you may need to remove lockout dates). |
Allocate Supplier Unallocated Payments
|
Go to Suppliers > Reports > Supplier Unallocated Payments Pay off any Unallocated Payments and Credit notes where possible. For very old transactions where the payment is $0.00, date the transaction as old as possible (you may need to remove lockout dates). |
Recommended Month End Procedures |
Go to Recommended Month End Procedures Work carefully through the list in this article. Some of the tasks will be duplicated on this data preparation guide. |
Undeposited Bankings |
Go to Cashbook > Reports > All Undeposited Bankings These must be banked before migration but can be left for the evaluation migration. |
Unexported Direct Credits |
Go to Cashbook > Reports > All Unexported Direct Credits These must be exported before migration but can be left for the evaluation migration. |
Check Financial Defaults |
Go to Admin > Defaults > Manage Financial Defaults Check all required defaults are valid GL Codes and save. |
DATA Folder structure |
Are there any unusual files in this folder? Ensure that only required files are in the folder. Check to see that there are no incorrect installs of Infusion below the Data folder level. Delete these if there are. |
Delete Attachments |
Go to Infusion\DATA\Attachments Delete these if possible. The backup will be smaller. |
Bring the Current Financial Year up to date if needed
|
Go to Financials > Year End > Close Off Year. Check with your Accountant or Partner whether you can move your financial year forward. Follow this link for more information. |
Check Financial Year Close If you have only recently started using VFP as a fresh dataset (no migration or conversion) you can ignore this step. |
This will be relevant if you have migrated from a different software such as Aurora or NZA Gold relatively recently. Go to Admin > Other > View Audit Trail and search for ‘Close Year’ If there are no results and you are already on the most recent financial year, please call Infusion Support and request they turn your financial year back a year so that you can run a close off. |
Delete GL Accounts that are not required (unused or old and no longer needed)
|
Ensure that all GL Accounts to migrate are relevant and required, with obsolete or unused GL Codes deleted.
Follow this link for more information. |
G/L Integrity check
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There should be no Exceptions on the G/L Integrity report Run the G/L Integrity utility. Go to Financials > Utilities > Check G/L Integrity. Resolve any reported Exceptions. |
Check the Default GST Rate setting on GL Accounts is correct |
GL Accounts must be set to the correct Default GST Rate so that when bank transactions are imported they are coded with the correct GST setting within Bank Reconciliation.
I = Inclusive, E=Exclusive, X = Exempt, Z=Zero Rated, C=Customs GST |
Check the Function Setting on GL Accounts is correct |
GL Accounts are more strictly identified as Profit and Loss or Balance Sheet in Infusion. These should be correct prior to migration.
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Check GL Account Custom Fields |
Custom Fields for GL Accounts are not a feature of Infusion and will not migrate. The Migration Utility reports on any GL Accounts using Custom Fields. No action is required to update Custom Fields. This is a notification only. To check if GL Accounts have Custom Fields:
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Clear out old unused Saved Cashbook Receipts and Payments |
Remaining receipts and payments will be migrated as recurring transactions.
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Bank Reconciliation is up to date | Bring bank reconciliation up to date. Check older/unused/obsolete bank accounts for any unreconciled transactions. |
System Verification Report balances
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This report must be in balance before Migration. Ensure balances and totals are correct. Go to Admin > System Reports > System Verification Follow this link for troubleshooting variances. |
Run a Reindex |
Go to Admin > Reindex Files Follow this link for more information. |
Run a Pre-Migration Backup |
Run a pre-migration utility backup. At the end of the standard file name, add a note: eg: ibs9100-20210401-1214_PreMigUtil.zip Follow this link for more information. |
Download and Run the Migration Utility |
Download the latest Migration Utility here Current Zip File version is: Migration140423.zip Extract the file and replace the migration.app file in the Infusion folder. |
System Verification Report balances |
Go to Admin > System Reports > System Verification Re-run the System verification after the utility to ensure data continues to balance. |
Run a backup and contact Infusion Support |
At the end of the standard file name, add a note: eg: ibs9100-20210401-1214_MigEval.zip Contact Infusion Support to arrange transfer of the backup file for Migration to an evaluation license which you will have access to for 2 weeks. |