SOFTWARE IMPLEMENTATION FOR ACCOUNTING CHECKLIST

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--- PRE-IMPLEMENTATION PLANNING ---
[ ] Project Manager Name
[ ] Project Start Date
[ ] Target Go-Live Date
[ ] Project Scope and Objectives
[ ] Key Stakeholders Involved (CFO, Controller, IT Department, Accounting Clerks, External Auditors)
[ ] Estimated Implementation Budget
[ ] Software Requirements Document
[ ] Implementation Priority Level (Low, Medium, High, Critical)

--- REQUIREMENTS GATHERING & VENDOR SELECTION ---
[ ] Project Lead Name
[ ] Software Functional Requirements
[ ] Required Software Features (Automated Bank Feeds, Multi-currency Support, Advanced Reporting/BI, API/Integration Capabilities, Automated Accounts Payable, Inventory Management)
[ ] Target Go-Live Date
[ ] Estimated Implementation Budget
[ ] Vendor RFP/Proposal Documents
[ ] Implementation Priority (Low, Medium, High, Critical)

--- DATA MIGRATION & CLEANUP ---
[ ] Data Migration Completion Date
[ ] Data Sources to be Migrated (Accounts Payable, , General Ledger, Fixed Assets, Vendor Master Data, Customer Master Data)
[ ] Data Cleaning Notes & Discrepancies
[ ] Mapping Template Document
[ ] Migration Status (Not Started, In Progress, Validation Pending, Completed)
[ ] Data Integrity Lead Sign-off

--- SYSTEM CONFIGURATION & SETUP ---
[ ] Chart of Accounts (COA) Mapping Status
[ ] User Permission Roles Configured (Accounts Payable Clerk, Accounts Receivable Clerk, Controller/Finance Manager, CFO/Administrator, Auditor (Read-only))
[ ] Currency Configuration (Single Currency, Multi-Currency)
[ ] Configuration Completion Date
[ ] Configuration Log/Setup Documentation
[ ] Workflow Customization Notes
[ ] System Admin Approval

--- INTEGRATION & INTERFACE TESTING ---
[ ] Connected Systems to Verify (Bank Feeds, CRM (Salesforce/HubSpot), Payroll Provider, Inventory Management System, Expense Management Tool, Tax Filing Software)
[ ] Data Mapping Status
[ ] Integration Test Completion Date
[ ] Integration Error Logs & Observations
[ ] Integration Test Results Report
[ ] Integration Status (Pending, In Progress, Testing, Verified/Passed, Failed)

--- USER ACCEPTANCE TESTING (UAT) ---
[ ] Test Scenarios Completed (Accounts Payable Workflow, Accounts Receivable Workflow, Bank Reconciliation Workflow, General Ledger Postings, Financial Reporting Generation, Tax Calculation Accuracy)
[ ] Testing Status (Passed, Passed with Minor Issues, Failed - Requires Retesting)
[ ] Bug Report & Error Logs
[ ] Testing Completion Date
[ ] UAT Lead Approval
[ ] Evidence of Successful Testing (Screenshots)

--- USER TRAINING & DOCUMENTATION ---
[ ] Training Modules Completed (General Ledger Navigation, Accounts Payable Workflow, Accounts Receivable Workflow, Financial Reporting & Dashboards, Bank Reconciliation Process)
[ ] Updated Standard Operating Procedures (SOPs)
[ ] Training Completion Date
[ ] Training Assessment Score (Pass, Pass with Remediation, Fail)
[ ] Training Feedback and Identified Gaps
[ ] Trainer/Supervisor Acknowledgment

--- GO-LIVE & POST-IMPLEMENTATION REVIEW ---
[ ] Go-Live Date
[ ] Post-Implementation Success Criteria Met (Data integrity verified, All users trained, Integration links active, Reporting accuracy confirmed)
[ ] Post-Launch Issue Log & Resolution Summary
[ ] Number of Critical Bugs Identified
[ ] Final Sign-off Documentation
[ ] Project Lead Approval

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