Switching from another package

The difference between packages is in the screens and the set-up, not in what an administration has to be able to deliver. Every Dutch package can create an XAF audit file with the bookings of a period. That audit file is the basis for the financial migration, wherever you come from.

For the data that is not in an audit file, such as items, stock and open orders, we ask you to export lists. Which lists we need, we record beforehand. That way you know what to supply and what we do with it.

We do not claim live connectors to the packages you come from. We work with the files your package creates itself. That is less spectacular than a connector, but it can be checked: you can inspect the files yourself before we load them.

Every package has its own way of creating an audit file. Usually that function is under the exports or under the data for accountants. If you do not know where, we work it out together in the introduction. We can tell you which period and which options we need.

If your package is older, the audit file may be in a different version. Uniconta imports XAF 3.2 and 4.0. If your package creates another version, we discuss beforehand how we can still use the file, before the trial conversion starts.

The same goes for the lists outside the audit file. An export to Excel or CSV is usually enough, as long as the columns are clear. We give you an example of the layout we need beforehand, so you do not have to guess.

We mention Newbase, Twinfield and SnelStart here only as examples of packages SMEs work with. This is not a comparison and we make no statements about those packages. The point is that the switch does not depend on the brand but on the files the package can create.

If you have a package that is not named here, that is no problem. As long as it is a Dutch accounting package, it can create an audit file. Tell us which package you use and we will tell you which files we need.

We set up the chart of accounts mapped to RGS, transfer the master data, the opening balance and the open items, and take the open orders and the stock with cost price along. Uniconta imports XAF 3.2 and 4.0.

We do the conversion in a test environment, so you can check the result before the final transfer takes place. You can read more about Uniconta itself on the Uniconta page.

In the set-up we follow the standard of Uniconta. The standard first, only then deviations. We do not develop custom work in Uniconta, and that is why we can give a fixed price, whichever package you come from.

If you want to know what Uniconta does for your company before you decide, read the Uniconta page about finance, trade, production and projects. In the introduction we show which part of it is relevant for you.

Switching from another package to Uniconta also means your way of working may change. Uniconta is cloud ERP for finance, trade, production and projects and follows its own standard. We start at that standard and only then look at whether a deviation is needed.

That suits an SME that mainly wants its administration to be right and its system to grow with it. In the introduction we tell you what that means for your situation.