Choose a date to move

Is there an ideal date to move from another system to Elevate? Some people like to align this with the start of their VAT quarters, or even more ideally the start of the financial year, although often this can be just too far away to wait. We generally recommend that it's easiest to at least align this with the start of a month.

The date on which you start to use Elevate is referred to as the "conversion date", although you may want to regard it as the "Elevate start date". All activity prior to that date will be on your old system, and all data from the conversion date onwards will be on Elevate. 

For example, if you decide to start using Elevate from the start of business on 1 February, then that is your conversion date. All activity up to and including 31 January will be on your old system and the "closing balances" will be need to be set up on Elevate where they become your "opening balances" on the new system on 1 February.

All activity from 1 February onwards will be on Elevate.

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Set your conversion date.

Set your conversion balances.