Follow the record from operations to review.

Migration begins with supported source records and an explicit review. The current EasySol CSV path covers defined masters, opening stock and party opening balances; legacy history and other adapters must be agreed separately.

• Map and validate source columns.
• Resolve duplicates and preserve supported legacy references.
• Reconcile source counts and opening totals before cutover.

ERP connects purchase receipt, batch-aware stock and sales billing with its implemented accounting core. Supported transactions and settlements carry financial effects into linked journals, with permissioned audit review and correction controls.

• Capture product, unit, batch and expiry context.
• Review availability and returns with supporting movements.
• Scope billing requirements using representative transactions.

Ledger begins with exported records rather than an assumption that every business uses the same source system. File meaning, date conventions and amount signs need to be checked before import confirmation.

• Identify report types and relevant periods.
• Map fields and preview the interpretation.
• Check duplicates, opening balances and rejected lines.

Reconciliation compares bank movements with ledger records. Partially allocated amounts, transfers and charges need a visible review process rather than a forced match.

• Keep the same ledger context across multiple bank accounts.
• Leave unresolved amounts available for investigation.
• Confirm separate availability for accounting reports and GST tasks.