Features

DATA MIGRATION

Data migration involves exporting masters and transactions from your existing software into formats supported by TEZ Books and then importing these files into TEZ Books. If you encounter errors during import, you might be required to make corrections in source data or exported files, delete data from TEZ Books and import again. This task can be time-consuming and prone to errors. After importing successfully, you will need to verify your data by checking P&L, Balance Sheet, Closing Stocks, Outstanding statements, and vouchers.

GET STARTED QUICKLY (Recommended)

The quick and easy way is to decide on a cut-off date and pass a journal entry for opening balances and a stock adjustment entry for opening stocks. This ensures that you get started on the new system without any loss of work. You still need to transfer account heads and material master using excel sheets, but this is much simpler than transferring complete data.

This is similar to what most people do for finalizing accounts of any financial year. You can continue to work on the old system for any changes to be made in old accounts and simply update the opening balance/stock entry to reflect these changes in the new account.

EXCEL TEMPLATES

Another way is to export masters and transactions to excel sheets, copy and paste into pre-defined templates and upload them into TEZ Books software. This reduces the chances of errors as you can verify your data in excel sheets before importing. However, copying data into templates can be time-consuming and is prone to human error.

XML FILES

You could also export data into XML files from Tally and other similar software which support this data format. You can then import the XML files directly to TEZ Books. Though this sounds simple, in practice this can be very time-consuming and prone to errors. XML files are created based on how you have entered the transactions. Customized fields and additional information entered by you may not be exported to XML files or read by TEZ Books. Certain transactions might not be compatible with TEZ Books and you may need to verify your data after importing and make corrections manually.

We do not recommend data migration using XML files if you have any customizations done to your software, you have customized voucher types or you have entered data in any way which is not compatible with TEZ Books.

SUPPORT

Our standard support for data migration is limited to guiding your team on steps to be taken for exporting and importing data. We can assist you in data migration on a chargeable basis, wherein we will export data from your existing software (subject to feasibility), import it into TEZ Books, and verify closing stock and closing balances. Charges start from Rs.25,000/- INR per instance and may increase based on the volume of your data and the effort required for transferring the same.

IMPLEMENTATION

Buying a software is the first step toward implementation. After purchase, migrating data from existing systems, creating users, defining roles and privileges, creating masters, workflows, rules, etc. is important. The complexity of implementing a software differs based on the number of users, modules to be implemented, products being used currently, technical knowledge, processes, culture, acceptability, etc.