Actions in Sales Invoices
- Transfer sales invoices and payments belonging to the old system to accounting from the Invoices - Accounting and Payments - Accounting views.
- Document types: If necessary, change the new document types for sales invoices and payments on the general settings Counters tab (by default, Heeros accounting uses 10 Sales Invoices and 15 Payments). Alternatively, you can create the document types used in Sales Invoices in Heeros accounting.
- VAT codes and chart of accounts: Manually create the necessary new VAT codes in the Settings - VAT Codes view. If needed, create new accounting accounts in the Settings - Accounts view. You can utilize register upkeep to import data from a csv file. Only add/import accounts that are essential for sales in Sales Invoices (e.g., sales, accounts receivable, bank accounts). The accounts and VAT codes must match those in Accounting.
- Record already created sales invoices manually in Heeros accounting using the invoice journal and also make a nominal transfer in Sales Invoices with the old interface so that the invoices are removed from the Accounting view. If the previously used accounts and VAT codes match the information in Heeros accounting, the invoices can also be transferred to Heeros accounting.
- Change the postings on previously created payments to be transferred to Heeros accounting so that the postings use accounts and VAT codes according to Heeros accounting. Transfer the payments to Heeros accounting.
- Accounts receivable account: If necessary, change the new accounts receivable account on the general settings Accounts tab and also check other accounts. (Note: the accounts receivable account can also be marked behind the customer on the Postings tab if you want to deviate from the general setting.)
- Interim account: Change the bank accounts (Settings - Bank Accounts) and also the new payment accounts, known as interim accounts, on the general settings Accounts tab if tito-accounting is to be used in accounting.
- Products: Change the VAT code and sales account behind the products if necessary.
- Interfaces: Change the interface to Heeros on the general settings Interfaces tab.
Attached is a more detailed instruction (only in Finnish).