2.  New Software  SQL Server/Express Installed  Freeline University  Conversion Scheduled  Data Converted  Start Training  Upgrades

3.  Make sure that you have all work completed ie: manual transactions, invoices paid, payroll process  Purge Reconciled/Voided Checks – Will be done prior to conversion and rep can assist  Work with the installation/training rep to determine the best time/date for the install  Complete the online training – Must be done before installation can begin – The sooner training is completed the sooner installation can happen.  Work with installation/training rep to ensure everything is on schedule for the date that has been decided.  Make sure you have made backups – We will make ours but have yours too  Before day of conversion have all manual transactions & invoices paid and processed, etc.

4. Recommended Server Specifications:  I3/I5/I7 Xeon Processor  32 GB RAM  (2) 1 TB HDD in RAID for Data  (2) 1 TB HDD in RAID for Windows OS  High throughput drive for SQL Server  Microsoft Windows Server 2012-R2 64Bit or greater  64 GB Hard drive Back-up  Microsoft SQL Server 2008 Standard Edition  Microsoft.Net Framework 4.5  Screen resolution - 1280X1024 on 4X3 and 1980X1020 on 16X9, 32-bit  Antivirus Software

5. Minimum Server Specifications:  2.4 GHz Core 2 Quad-Core Processor  6 + GB RAM (Minimum DDR2)  2 x 80 GB HDD in RAID 1 for Windows OS  2 x 80 GB HDD in RAID 1 for SQL Server  Microsoft Windows Server 2008 64Bit or greater (Requires Two More CALS and Terminal Services License Than Number Of Available Workstations, Minimum 5 License)  Microsoft SQL Server 2008 Standard Edition  Microsoft.Net Framework 4.5  Screen resolution – 1024X768 on 4X3 and 1280X800 on 16X9, 32-bit

6. Recommended Workstation Specifications:  I3/I5/I7 Series Processor  8 GB RAM  1 TB HDD  Microsoft Windows 8.1 Professional  Malwarebytes Anti Malware  Microsoft.Net Framework 4.5  Screen resolution - 1280X1024 on 4X3 and 1980X1020 on 16X9, 32-bit  2010 or above Microsoft Office Home & Business/Professional Edition

7. Minimum Workstation Specifications:  2.4 GHz Core 2 Dual-Core or Quad-Core Processor  4 GB RAM  80 GB HDD  Microsoft Windows Vista SP2 or above (X86 and X64)  Microsoft.Net Framework 4.5  Screen resolution – 1024X768 on 4X3 and 1280X800 on 16X9  2010 or above Microsoft Office Home & Business/Professional Edition

8. Recommended Printers (Laser Printers Required):  HPm401n  HPm601n Recommended Scanners:  Fujitsu 6230 flatbed scanner  Fujitsu 6130 sheetfed scanner  Hewlett Packard Scanner Pro3000

9.  GL Account Inquiry  Transaction Entry  Transaction Templates  Bank Reconciliation  Reporting

10. GL Account Inquiry

23. Transaction Entry

28. Transaction Templates

30. Bank Reconciliation

35.  Account Analysis  Balance Sheet  Budget Worksheets  Journal Listing  Statement of Expenditures & Encumbrances  Statement of Revenue  Summary Financial Statement  Trial Balance

48.  Multiple years of information available  Close Periods by fund  Flexible General Ledger Account Structure  Permissions can be set to Menu, Fund, GL Account level, and other  Multiple screens open  Detailed Audit tracking