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New Client Requirments Checkli…
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Last modified on 12/27/2012 11:11 AM by User.

New Client Requirments Checklist

  1. Company Details
    1. Name
    2. Address
    3. Billing Contact
    4. Company Logo with transparent / white background
  2. Financial Year Dates
  3. VAT Scheme Type (Standard,  Cash,  Flat Rate ,Annual etc)
  4. VAT Quarter Dates
  5. VAT Fuel Scale Charge Type
    1. All VAT
    2. All VAT & Fuel Scale Charge
    3. Don't Claim VAT on Fuel
  6. Week Start Day
  7. Company Type
    1. Limited or Partnership
  8. Branch Details
    1.    Name:
  9.  Insight Users
    1.     ID:
    2.     First Name:
    3.     Surname:
    4.     Job Title:
    5.     Email Address:
    6.     Default Branch:
    7.     Access Level : Data Entry / Reporting  / Admin
  10. Trading currencies & the default currency
  11. Trading countries & the default country
  12. Trading countries & the default country
  13. Email Details
    1. SMTP Server,
    2. User ID
    3. Password
    4. From email address
    5. BCC email address
  14. Mediaburst SMS Server, User and Password details
  15. Bank Statement Format
    1. NatWest Business
    2. NatWest Corporate
    3. Barclays Business
  16. Cost Centres
  17. Revenue Types
  18. Product Categories and Sub Categories
  19. Quotation, Invoice,  Purchase Order templates
  20. Starting Invoice number, Quotation Number and Purchase Order Number
  21. Client Sectors and Sub Sector list - Useful for segmentation
  22. Subject Matter List (for Insight:Translate)
  23. Document Type List (for Insight:Translate)
  24. Job Type List 
  25. Equipment Types
  26. Special Feature Selection
    1. Years Of Data To Display - Defaults to 6
    2. Enable Special Adjustments - Defaults to No
    3. Enable Task Management - Defaults to No
    4. Use Payment Date In Financial Summary - Defaults to Yes