Phase 1: Getting Started & Discovery

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In this initial stage, you will build a foundational setup and set of skills that will prepare you and your team for the more intricate details of Accounting Onboarding in upcoming phases. This also gives us the opportunity to define our primary goals for onboarding and R365.

Phase Goals

What to prepare for next?

       
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    Prerequisite document is completed

       
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    Bank Connection

       
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    Vendor Purchase History / Item Buildout

       
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    GL Types