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WORKFLOW GUIDE

Migrating from SmartBill, SAGA, ContApp or Excel

A good transfer starts by defining the records to import and ends with checking balances.

Essential steps

  1. 01

    Export partners, documents and balances in available formats.

  2. 02

    Map fields and test a representative sample.

  3. 03

    Compare totals and exceptions before everyday use.

Check before moving on

Work in the correct company and period. Review source documents, amounts and access permissions before posting or submitting.

Getting started

Continue with

WORKFLOW GUIDE

Getting access to Qedara Start

Start with a work account and prepare the details of the company you will manage.

WORKFLOW GUIDE

Setting up your company

Company details and accounting settings provide context for invoices, entries and reports.

WORKFLOW GUIDE

Connecting to ANAF SPV

The SPV connection supports sending and receiving electronic invoices for your company.