Pre-Live Checklist

We are now very close to the Go-Live date. Please login to your sandbox and check the following items as it needs to be:

Xero Users:

• Debtors Information
  - Please ensure that the email address/mobile number has the correct format, and no additional characters or name/s in front otherwise the system will reject it.
•  Logos on dashboard/s and emails
  - Please see if the logos on your dashboard and emails to the clients are correct.
• Information on Email communications
  - Please see if the details on email communications such as your business name, ABN,
  phone number and email address for billing inquiries etc. are correct.
  - You can also see the sample emails on the debtor’s notifications page.
•  Payment Gateway link
  - Click View/Pay My Bill on email notifications and it should direct you to a client
  dashboard.
• Debtors without email addresses
  - See Filter Menu in the Apxium dashboard and sort debtors without an email address. You might need to update those on your accounting package.
• Invoice Payment Terms
  - The trading terms that Apxium uses are taken from your Xero instance. If there’s a need
  to change the trading terms, it needs to be done in Xero.
• Payments received prior to the Go Live date.
  - Please apply payments received prior to the Go live date to avoid clients receiving reminders for invoices that they have already paid.

Note: All payments, notes, instalment plans etc. made in the sandbox server will be wiped out.
Only the suspended communications will flow through to your live dashboard.

MYOB Users:

•   Debtors Information
  - Please ensure that the email address/mobile number has the correct format, no additional
  characters or name in front otherwise the system will reject it.
• Logos on dashboard/s and emails
  - Please see if the logos on your dashboard and emails to the clients are correct.
• Information on Email communications
  - Please see if the details on email communications such as your business name, ABN,
  phone number and email address for billing inquiries etc. are correct.
  - You can also see the sample emails on the debtor’s notifications page.
  
  
• Payment Gateway link
  - Click View/Pay My Bill on email notifications and it should direct you to a client
  dashboard.
• Debtors without email addresses
  - See Filter Menu in the Apxium dashboard and sort debtors without an email address. You might need to update those on your accounting package.
• Invoice Payment Terms
  - The trading terms that Apxium uses are taken from your MYOB instance. If there’s a need
  to change the trading terms, it needs to be done via a macro in MYOB. You may also
  contact MYOB for instructions on how to do this.
• Payments received prior to the Go Live date.
  - Please apply payments received prior to the Go live date to avoid clients receiving reminders
  for invoices that they already paid.

Note: All payments, notes, instalment plans etc. made in the sandbox server will be wiped out. Only the suspended communications will flow through to your live dashboard.