Replacing Exact Globe with Uniconta

Start at the source. Exact publishes its own information about the support for Exact Globe and the route to Exact Globe+. We do not summarise that information in our own words but quote it below with a link, so you can read for yourself what it says and what the date of the document is.

That leaves you with roughly two directions: the route Exact offers, or a switch to another system. Only Exact or your Exact partner can tell you what the first route involves. If you choose Uniconta, we take on the work described in the switching service.

For the data it works as with any Dutch package: the financial migration runs through an XAF audit file, supplemented by lists for master data and open items. The whole sequence is in the step-by-step plan.

Which route you choose depends on what you want from your administration. If you mainly want certainty that the package stays supported, the route Exact offers is the first thing to look into. If you also want to set up your processes again, for example because orders, stock and finance now live in separate lists, a switch is a natural moment to do that.

We do not compare Exact Globe with Uniconta on price or functions, and we do not say what is better for your company without knowing your situation. What we do is show up front which data we take along and how we check it.

In practice you start with an inventory: which administrations you have, which financial years are still open and which parts beyond the accounting you use, such as stock and projects. That decides which lists we need from you and which switch date fits.

Expect a package that has been used for years to carry years of agreements as well: fixed price lists, discounts per customer, payment terms. That master data comes along if it is in the lists you export. What only exists in colleagues’ heads has to be put on paper first.

In Uniconta we set up the chart of accounts mapped to RGS, the master data, the opening balance and the open items. On top of that come the open orders, stock per item and location with cost price, and the current financial year through the XAF audit file.

Uniconta is cloud ERP: you work over the internet and do not have to manage a server yourself. What Uniconta does for finance, trade, production and projects is on the Uniconta page.

In the set-up we follow the standard of Uniconta: the standard first, and only then deviations. We do not develop custom work in Uniconta. That is why we can give a fixed price and you know up front what you get.

For day-to-day work we go through the most used processes with your team: creating a sales invoice, processing a purchase order, matching a payment. That way everyone knows where to be on the first working day in Uniconta.

A switch also needs attention for who may do what in the new system. We set up the users and rights according to the roles you give us, so that everyone can reach the screens that belong to their work from the first day.