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Going-live checklist

Follow these steps in order to set up your Entity and go live. Each one links to the page that explains it.

Do them first in your sandbox Entity. You can test everything there, with sample data or your own past invoices and transactions, without affecting production. When you go live, you can copy these settings into your production Entity. See Go live.

Administration

Finance usually owns these steps. They tell Invunion who you are and how you work.

  1. Import your internal information: your Internal counterparty and your own bank accounts.
  2. Enter your Organization and Entity details.
  3. Set your rules and match levels, for example to keep salaries out of matching.
  4. Set your accounting settings: fiscal year, default payment term, and invoice schedules.
  5. Adjust payer scoring if the defaults do not fit you.
  6. Turn on currency conversion if customers pay in another currency than the invoice.
  7. Optional: invite members and set notifications.

Technical

IT usually owns these steps, with finance. They bring your invoices and bank lines into Invunion.

  1. Choose your IT architecture: how you get your transactions and invoices, and where you send that an invoice is paid.
  2. Map your invoice and transaction imports.
  3. Test with your past invoices and transactions in the sandbox, to see how Invunion reacts to your real cases.

Final

  1. Go live: choose your option, create your production Entity from a copy of your sandbox, and connect your real bank.

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