1 / 48

Preparing to Upgrade To NextGen Financial Management

Preparing to Upgrade To NextGen Financial Management. What To Expect. New Software SQL Server/Express Installed Freeline University Conversion Scheduled Data Converted Start Training Upgrades. Timing.

arnav
Download Presentation

Preparing to Upgrade To NextGen Financial Management

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Preparing to UpgradeTo NextGen Financial Management

  2. What To Expect • New Software • SQL Server/Express Installed • Freeline University • Conversion Scheduled • Data Converted • Start Training • Upgrades

  3. Timing • Make sure that you have all work completed ie: manual transactions, invoices paid, payroll process • Purge Reconciled/Voided Checks – Will be done prior to conversion and rep can assist • Work with the installation/training rep to determine the best time/date for the install • Complete the online training – Must be done before installation can begin – The sooner training is completed the sooner installation can happen. • Work with installation/training rep to ensure everything is on schedule for the date that has been decided. • Make sure you have made backups – We will make ours but have yours too • Before day of conversion have all manual transactions & invoices paid and processed, etc.

  4. Hardware Specs Recommended Server Specifications: • • I3/I5/I7 Xeon Processor • • 32 GB RAM • • (2) 1 TB HDD in RAID for Data • • (2) 1 TB HDD in RAID for Windows OS • • High throughput drive for SQL Server • • Microsoft Windows Server 2012-R2 64Bit or greater • • 64 GB Hard drive Back-up • • Microsoft SQL Server 2008 Standard Edition • • Microsoft .Net Framework 4.5 • • Screen resolution - 1280X1024 on 4X3 and 1980X1020 on 16X9, 32-bit • • Antivirus Software

  5. Hardware Specs Minimum Server Specifications: • • 2.4 GHz Core 2 Quad-Core Processor • • 6 + GB RAM (Minimum DDR2) • • 2 x 80 GB HDD in RAID 1 for Windows OS • • 2 x 80 GB HDD in RAID 1 for SQL Server • • Microsoft Windows Server 2008 64Bit or greater (Requires Two More CALS and Terminal Services License Than Number Of Available Workstations, Minimum 5 License) • • Microsoft SQL Server 2008 Standard Edition • • Microsoft .Net Framework 4.5 • • Screen resolution – 1024X768 on 4X3 and 1280X800 on 16X9, 32-bit

  6. Hardware Specs Recommended Workstation Specifications: • • I3/I5/I7 Series Processor • • 8 GB RAM • • 1 TB HDD • • Microsoft Windows 8.1 Professional • • Malwarebytes Anti Malware • • Microsoft .Net Framework 4.5 • • Screen resolution - 1280X1024 on 4X3 and 1980X1020 on 16X9, 32-bit • • 2010 or above Microsoft Office Home & Business/Professional Edition

  7. Hardware Specs Minimum Workstation Specifications: • • 2.4 GHz Core 2 Dual-Core or Quad-Core Processor • • 4 GB RAM • • 80 GB HDD • • Microsoft Windows Vista SP2 or above (X86 and X64) • • Microsoft.Net Framework 4.5 • • Screen resolution – 1024X768 on 4X3 and 1280X800 on 16X9 • • 2010 or above Microsoft Office Home & Business/Professional Edition

  8. Hardware Specs Recommended Printers (Laser Printers Required): • • HPm401n • • HPm601n Recommended Scanners: • • Fujitsu 6230 flatbed scanner • • Fujitsu 6130 sheetfed scanner • • Hewlett Packard Scanner Pro3000

  9. NextGen Financial Management Features • GL Account Inquiry • Transaction Entry • Transaction Templates • Bank Reconciliation • Reporting

  10. NextGen Financial Management Features GL Account Inquiry

  11. NextGen Financial Management Features GL Account Inquiry

  12. NextGen Financial Management Features GL Account Inquiry

  13. NextGen Financial Management Features GL Account Inquiry

  14. NextGen Financial Management Features GL Account Inquiry

  15. NextGen Financial Management Features GL Account Inquiry

  16. NextGen Financial Management Features GL Account Inquiry

  17. NextGen Financial Management Features GL Account Inquiry

  18. NextGen Financial Management Features GL Account Inquiry

  19. NextGen Financial Management Features GL Account Inquiry

  20. NextGen Financial Management Features GL Account Inquiry

  21. NextGen Financial Management Features GL Account Inquiry

  22. NextGen Financial Management Features GL Account Inquiry

  23. NextGen Financial Management Features Transaction Entry

  24. NextGen Financial Management Features Transaction Entry

  25. NextGen Financial Management Features Transaction Entry

  26. NextGen Financial Management Features Transaction Entry

  27. NextGen Financial Management Features Transaction Entry

  28. NextGen Financial Management Features Transaction Templates

  29. NextGen Financial Management Features Transaction Templates

  30. NextGen Financial Management Features Bank Reconciliation

  31. NextGen Financial Management Features Bank Reconciliation

  32. NextGen Financial Management Features Bank Reconciliation

  33. NextGen Financial Management Features Bank Reconciliation

  34. NextGen Financial Management Features Bank Reconciliation

  35. NextGen Financial Management Reporting • Account Analysis • Balance Sheet • Budget Worksheets • Journal Listing • Statement of Expenditures & Encumbrances • Statement of Revenue • Summary Financial Statement • Trial Balance

  36. Reporting

  37. Filter Templates

  38. Account Analysis

  39. Statement of Expenditures & Encumbrances

  40. Statement of Expenditures & Encumbrances

  41. Statement of Expenditures & Encumbrances

  42. Trial Balance

  43. Trial Balance

  44. Trial Balance

  45. Create PDF Reports

  46. Exporting Reports

  47. Additional Features • Multiple years of information available • Close Periods by fund • Flexible General Ledger Account Structure • Permissions can be set to Menu, Fund, GL Account level, and other • Multiple screens open • Detailed Audit tracking

More Related