What you'll learn

Finance Data Template Course

Overview

This course explains how to prepare, validate, and upload financial master and transactional data into the Onfinity system using standardized data templates for smooth and accurate migration.It helps ensure data consistency, accuracy, and compliance before moving to the live environment.

Course Objectives

• Understand Finance Data Templates in Onfinity
• Prepare and validate financial data accurately
• Identify key fields and dependencies
• Perform data mapping and validation
• Upload and verify Opening Balances
• Ensure consistency during data migration

Topics Covered

• Tax Category and Rate
• Asset Master
• Bank Master and Cashbook
• Charge
• Organisation Units
• Price List
• Customer Master
• Vendor Master
• Opening Balances GL Journal