When transitioning to a new system, it’s important to be aware that financial reporting on data prior to migration should be completed in your previous system.

Why is this necessary?

While the new system manages all financial data moving forward, historical financial records are often not fully replicated in reporting due to differences in database structures or accounting configurations. This means certain reports may not provide a complete picture if they include pre-migration data.

How to Handle Pre-Migration Reporting

  • Use Your Previous System – If you need reports covering financial data before migration, generate them directly from your old system.
  • Combining Reports – For reports that span both pre- and post-migration periods, you may need to merge data from your previous system with reports generated in your new platform.