Data Migration and Initial Setup - Revision history

Khkoh: /* Setting Up New Highnix ERP System: */

2025-08-04T10:38:58Z

Setting Up New Highnix ERP System:

← Older revision		Revision as of 18:38, 4 August 2025
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	## Navigate to Setup > Company Setup to ensure your company's information is up to date.		## Navigate to Setup > Company Setup to ensure your company's information is up to date.
	# Create Bank Accounts:		# Create Bank Accounts:
	## Create bank accounts for GL bank and cash accounts. Go to ~~Finance Mgt,~~		## Create bank accounts for GL bank and cash accounts. Refer to the step here: [[Add and Edit Bank Accounts#Add and Edit Bank Accounts]].
	# Manage Foreign Currencies:		# Manage Foreign Currencies:
	## If using foreign currencies, add them with at least one exchange rate dated earlier than the last transaction.		## If using foreign currencies, add them with at least one exchange rate dated earlier than the last transaction.

Khkoh: /* Master Data Preparation */

2025-06-25T03:54:34Z

Master Data Preparation

← Older revision		Revision as of 11:54, 25 June 2025
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	::* '''Chart of Accounts List''': Includes account grouping and classification:		::* '''Chart of Accounts List''': Includes account grouping and classification:
	::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).		::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).
	::** '''Important''': The Chart of Accounts must be entered into the system before configuring the ~~'''~~System General GL Setup ([[System Setup#Default Account Codes and System General GL Setup]])'''.		::** '''Important''': '''The Chart of Accounts must be entered into the system before configuring the System General GL Setup (Link:''' [[System Setup#Default Account Codes and System General GL Setup]]''')'''.
	::** Highnix has a default set of Chart of Account. If users have their own, it can be updated one-by-one. Or user could request Highnix for help to do a mass upload using Highnix's COA template.		::** Highnix has a default set of Chart of Account. If users have their own, it can be updated one-by-one. Or user could request Highnix for help to do a mass upload using Highnix's COA template.

Khkoh: /* Key Master Data includes: */

2025-06-25T03:52:59Z

Key Master Data includes:

← Older revision		Revision as of 11:52, 25 June 2025
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	::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).		::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).
	::** '''Important''': The Chart of Accounts must be entered into the system before configuring the '''System General GL Setup ([[System Setup#Default Account Codes and System General GL Setup]])'''.		::** '''Important''': The Chart of Accounts must be entered into the system before configuring the '''System General GL Setup ([[System Setup#Default Account Codes and System General GL Setup]])'''.
			::** Highnix has a default set of Chart of Account. If users have their own, it can be updated one-by-one. Or user could request Highnix for help to do a mass upload using Highnix's COA template.

	=== List of Open Sales and Supplier Invoices ===		=== List of Open Sales and Supplier Invoices ===

Khkoh: /* Master Data Preparation and Migration */

2025-06-25T03:51:16Z

Master Data Preparation and Migration

← Older revision		Revision as of 11:51, 25 June 2025
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	::* '''Chart of Accounts List''': Includes account grouping and classification:		::* '''Chart of Accounts List''': Includes account grouping and classification:
	::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).		::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).
	::** '''Important''': The Chart of Accounts must be entered into the system before configuring the '''System General GL Setup'''.		::** '''Important''': The Chart of Accounts must be entered into the system before configuring the '''System General GL Setup ([[System Setup#Default Account Codes and System General GL Setup]])'''.

	=== List of Open Sales and Supplier Invoices ===		=== List of Open Sales and Supplier Invoices ===

Khkoh: /* If My System Is Installed On My Company's Server or PC, Can I Access The System If I Am At Home Or Travel? If So, How? [This applies to only the lagacy version] */

2025-06-25T03:41:56Z

If My System Is Installed On My Company's Server or PC, Can I Access The System If I Am At Home Or Travel? If So, How? [This applies to only the lagacy version]

← Older revision		Revision as of 11:41, 25 June 2025
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	----		----

			== Side Notes: ==

	===If My System Is Installed On My Company's Server or PC, Can I Access The System If I Am At Home Or Travel? If So, How? [This applies to only the lagacy version] ===		===If My System Is Installed On My Company's Server or PC, Can I Access The System If I Am At Home Or Travel? If So, How? [This applies to only the lagacy version] ===

Khkoh: /* New System Setup Steps: */

2025-06-25T03:40:30Z

New System Setup Steps:

← Older revision		Revision as of 11:40, 25 June 2025
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	==New System Setup Steps: ==		==New System Setup Steps: ==

	<span style="color:~~green~~">When a new system is setup for you or your company, you should perform the following steps: To Transfer Your Account Balance From the Old System To newly setup Highnix System		<span style="color:black">When a new system is setup for you or your company, you should perform the following steps: To Transfer Your Account Balance From the Old System To newly setup Highnix System

	=== Setting Up New Highnix ERP System: ===		=== Setting Up New Highnix ERP System: ===

Khkoh: /* When A New Accounting System Is Setup, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One? */

2025-06-25T03:40:16Z

When A New Accounting System Is Setup, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One?

← Older revision		Revision as of 11:40, 25 June 2025
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	==~~When A~~ New ~~Accounting~~ System Is Setup~~, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One?~~==		==New System Setup Steps: ==

	''<span style="color:green">~~'''Ans: '''~~When a new system is setup for you or your company, you should perform the following steps:		<span style="color:green">When a new system is setup for you or your company, you should perform the following steps: To Transfer Your Account Balance From the Old System To newly setup Highnix System

	=== Setting Up New Highnix ERP System: ===		=== Setting Up New Highnix ERP System: ===

Khkoh: /* Transferring Open Balance and Open Invoices to Highnix ERP: */

2025-06-25T03:37:51Z

Transferring Open Balance and Open Invoices to Highnix ERP:

← Older revision		Revision as of 11:37, 25 June 2025
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	[[Data Migration and Initial Setup#Transferring Open Balance and Open Invoices to Highnix ERP:]]		[[Data Migration and Initial Setup#Transferring Open Balance and Open Invoices to Highnix ERP:]]

	=== Transferring Open Balance and Open Invoices to Highnix ERP: ===		== Transferring Open Balance and Open Invoices to Highnix ERP: ==

	# Preparation for Transfer:		# Preparation for Transfer:
	## '''Obtain Balance Sheet/Trial Balance''': Print the Balance Sheet or Trial Balance from your old ERP system, or request it from your accountant or accounting service provider.		## '''Obtain Balance Sheet/Trial Balance''': Print the Balance Sheet or Trial Balance from your old ERP system, or request it from your accountant or accounting service provider.

Khkoh: /* Setting Up New Highnix ERP System: */

2025-06-25T03:36:56Z

Setting Up New Highnix ERP System:

@@ Line 22: / Line 22: @@
 ## Inventory item codes and producct descriptions.
 Note:  Highnix support could provide the migration of data services for Items 4 and 5 at a fee or free depending on the package.  Please reach out to the sales representative for the arrangement.
 === Transferring Open Balance and Open Invoices to Highnix ERP: ===

Khkoh at 04:35, 18 December 2024

2024-12-18T04:35:18Z

← Older revision		Revision as of 12:35, 18 December 2024
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	===When A New Accounting System Is Setup, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One?===		==When A New Accounting System Is Setup, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One?==

	''<span style="color:green">'''Ans: '''When a new system is setup for you or your company, you should perform the following steps:		''<span style="color:green">'''Ans: '''When a new system is setup for you or your company, you should perform the following steps: